Weimer Financial provides financial planning and wealth management services. Wealth management includes investment management, financial planning, and related advice. Financial planning can be ongoing or project-based. Weimer Financial acts as a fiduciary, meaning they are legally required to act in your best interest and mitigate potential conflicts of interest.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
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.
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