Colleen Weber CPA, LLC provides personalized financial planning and investment management services to individuals, trusts, estates, and small businesses. Founded in 1998, the firm operates as a fee-only practice, meaning they do not sell financial products or earn commissions, ensuring their recommendations remain objective. Their comprehensive wealth management approach integrates investment advice with financial planning, covering retirement planning, tax strategies, estate planning, insurance reviews, and education funding. Colleen Weber CPA tailors portfolios to each client's risk tolerance and financial goals, utilizing diversified investments such as mutual funds, exchange-traded funds, individual stocks, and bonds. The firm manages client accounts on a discretionary basis through independent custodians, providing regular portfolio monitoring and annual reviews.
Fee Structure
Colleen Weber CPA charges quarterly fees for investment management and wealth management services based on the complexity of your account and work required. Quarterly investment management fees range from $2,000 to $30,000, translating to a minimum annual fee of $8,000.