Wiederman & Associates is a state-registered financial advisory firm based in Laguna Beach, California, that has been in business since 1989. The firm provides comprehensive financial planning services covering personal finances, taxes and cash flow, insurance, retirement, death and disability, and estate planning. Clients receive a detailed written report outlining personalized recommendations. Additionally, Wiederman & Associates acts as a solicitor, helping clients evaluate their needs and referring them to an unaffiliated registered investment advisor, Beacon Point Wealth Advisors, for portfolio management. The firm receives a portion of the advisory management fee paid by the client to the referred advisor, without increasing the client's total cost. Leadership also maintains a separate CPA practice.
Fee Structure
Wiederman & Associates charges a fixed fee for financial planning based on the nature and complexity of the services provided, billed monthly based on actual hours accrued.