Christopher Weimer is a registered investment advisor at Weimer Financial Advisors LLC, based in Southlake, TX. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Weimer Financial offers wealth management services for a fixed annual fee, up to $36,000, but will not exceed 2.00% of your investments. The exact fee depends on your needs, complexity, time, research, and the amount of assets managed. There is also an initial onboarding fee of $3,200, with 50% due at the start and 50% at the completion of onboarding.
Location
Southlake, TX
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Weimer Financial Advisors LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.