WEA Financial Advisors operates as a fee-based registered investment advisor providing financial planning, portfolio analysis, retirement income projections, and investment management services. Founded in July 2007, the company operates as a wholly owned subsidiary of the WEA Member Benefit Trust and primarily serves public school employees and their family members. Services include personalized retirement income analysis, ad-hoc hourly consulting, and management of model-based investment portfolios through programs like Personal Investment Accounts and Retirement Advisor Managed Portfolios. The company emphasizes retirement readiness, asset allocation, and investment evaluations using Morningstar tools while charging fees based on hourly rates or a combined platform and advisory fee percentage for managed accounts.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
The 0.35% annual fee applies to Personal Investment Accounts. Retirement Advisor Managed Portfolios do not charge an advisory fee, only underlying fund expenses.