Sandra Weaver
Advisor at Weaver Financial — Prairie Village, KS
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, CFA®, Series 65
Experience Industry experience
28 years
Location
Prairie Village, KS
Weaver Financial
Independent
Total advisors
1Clients per advisor
12 TypicalAvg AUM per client
$3,508,333 Very HighHNW client ratio
0% LowSandra Weaver is a CFP®, CFA®, and Series 65 credentialed advisor with 27 years of industry experience. She is the principal of Weaver Financial, an independent firm in Prairie Village, KS, where she has worked since 1995, including a prior role at Petrovic Weaver Financial Services. Outside of her advisory work, Weaver serves as vice-president and treasurer of G & E Farms, where she is involved in managing agricultural operations and financial decisions. Weaver Financial provides financial planning and investment management primarily for individual clients, as well as trusts, corporations, partnerships, and limited liability companies. The firm employs a fundamental, long-term investment approach focused on asset allocation, diversification, and risk management, utilizing no-load mutual funds, ETFs, stocks, bonds, and allocation funds.
Based on Weaver Financial
Initial setup fee ranging from $1,500 to $3,000, varies by client complexity
$0 - $900,000: 1.00% annually $900,000+: 0.15% annually
$300 to $400 per hour for consultations or projects
Account minimum: No minimum dollar value of assets, but minimum fee applies Minimum fee: $2,250 per quarter minimum fee Fee-only: Fee-only; no commissions or other compensation accepted
Prairie Village, KS
Prairie Village KS
Advisors at this office
1
Kansas
28 years of industry experience
Petrovic Weaver Financial Services
2015 - 2019 • 4 years
Prairie Village, KS
Weaver Financial (formerly Financial Security Advisors)
1995 - Present • 31 years
Mission, KS
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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