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Steve Weaver

Advisor at Eagle Strategies (NY Life) — North Bend, WA

Updated today

Credentials

Series 63, Series 66

Experience

21 years

Location

North Bend, WA 98045

Eagle Strategies (NY Life) logo

Eagle Strategies (NY Life)

Enterprise

Total advisors

2,503

Across 960 offices

Clients per advisor

53 Typical

Avg AUM per client

$235,446 Low

HNW client ratio

20% Typical

About

Steve Weaver is a financial advisor with Eagle Strategies (New York Life) in North Bend, WA, holding Series 63 and Series 66 licenses and with 21 years of industry experience. He has worked with Eagle Strategies since 2007 and operates Weaver Financial, LLC, an independent insurance brokerage. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services, with an emphasis on tailored, non-discretionary advisory solutions delivered through a network of affiliated representatives.

Client services

Based on Eagle Strategies (NY Life)

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Eagle Strategies (NY Life)

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy

Occupation focus

Based on Eagle Strategies (NY Life)

Founder/Business Owner Executive

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Fee options

Fixed

One-time seminar fees generally range from $35 to $200 per attendee

Percentage

$0+: 0% to 1.25% (for Co-Advisory Program, fees to Eagle are negotiable and range from 0% to 1.25%) 0+: Up to 0.80% of plan assets or up to $100,000 flat amount (for Eagle Retirement Plan Consulting Program; fees are negotiable and may be tiered) 0+: 0.05% to 0.80% of plan assets or up to $100,000 flat amount (for ERISA Investment Manager Program; fees are negotiable and may be tiered) $0+: 0% to 1% of Accumulation Value (for New York Life Premier Advisory Variable Annuity; advisory fee payable to Eagle)

Project-based

Fee-based hourly advice ranges from $100 to $400 per hour

Subscriptions

Ongoing Subscription Agreement for financial plans with fees agreed for five years, payable annually, monthly or quarterly

Other

Account minimum: $25,000 (for New York Life Premier Advisory Variable Annuity) with no minimums clearly stated for other programs; some third-party managers and co-advisers may have minimums, which can be waived or charged additional fees if below minimums Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan Fee-only: Financial planning fees ranging from $500 to $45,000 and fee-based hourly advice generally $100 to $400 per hour

Location

See office

North Bend, WA

103 Main Ave S, Suite 212

North Bend WA 98045

Advisors at this office

1

Most active in

Texas · Washington

Work history

21 years of industry experience

Weaver Financial, LLC

2012 - Present • 14 years

North Bend, WA

Eagle Strategies (NY Life)

2007 - Present • 19 years

Bellevue, WA

Nylife Securities LLC

2005 - Present • 21 years

Bellevue, WA

New York Life Insurance Company

2004 - Present • 22 years

Bellevue, WA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Trey G

Series 66, CFP®

Issaquah, WA

Gevers Wealth Management

Trey Gevers is a financial advisor at Gevers Wealth Management with four years of industry experience. He holds a Series 66 designation and previously worked at Cetera and Columbia Hospitality. Outside of his advisory role, he volunteers with Young Life. Gevers Wealth Management is an SEC-registered investment adviser that provides discretionary investment management and stand-alone financial consulting services to a range of clients, including individuals, trusts, estates, nonprofits, and business entities. The firm employs a combination of quantitative and qualitative analysis, modern portfolio theory, and regular account monitoring to construct and manage portfolios.

General retirement planning Retirement income strategy Income planning Social Security optimization Roth conversion strategy Retired

Casey S

Series 66, Series 7

Maple Valley, WA

Edward Jones

Casey Schuetz is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2021, Schuetz served with the Browns Point Dash Point Fire Department. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Wealth management Retirement income strategy Military & Veterans Founder/Business Owner Engineering Professional Executive Technology Professional Married/Couples/Partners Established Professionals Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980)

Jessica K

CFP®

Issaquah, WA

Kirwin Financial LLC

In my mid-20s, I was making big financial decisions – rolling over a 401(k) after leaving a corporate job, deferring student loans before joining the Peace Corps, and figuring out how to invest while living abroad. Each challenge pushed me to learn more, and I realized I genuinely enjoyed making sense of money. But as my husband and I navigated major milestones – marriage, home buying, career shifts – we had a hard time finding financial advice that was clear, practical, and truly in our best interest. That’s when I knew: financial planning shouldn’t feel like guesswork. I became a CERTIFIED FINANCIAL PLANNER™ to help professionals in their 30s and 40s gain clarity and confidence in their financial decisions. I founded Kirwin Financial because there simply weren’t enough fee-only planners serving people who are growing their families, careers, and wealth. Today, I help couples align their money with their life goals – whether it’s buying a home, preparing for a new baby, or planning for financial independence. I offer unbiased, fee-only financial planning, meaning I work in your best interest – no commissions, no product sales, just expert guidance tailored to your life. A comprehensive plan typically costs $3,375, with billing based solely on the time spent at a rate of $275 per hour. You don’t have to figure this out alone. Let’s build a financial plan that fits your life, your goals, and your future. Get started here: https://calendly.com/kirwinfinancial/15min

General retirement planning Married/Couples/Partners Gen Y/Millennials (Born 1980-1995)
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Gregory A

CFA®

Sammamish, WA

Tiger Mountain Capital

Gregory Arquette is a CFA® charterholder with five years of industry experience. He has been with Tiger Mountain Capital since 2021 and previously worked as a self-employed investor and at MIG Capital LLC. Based in Sammamish, WA, he works as the sole advisor at Tiger Mountain Capital. Tiger Mountain Capital is an independent registered investment adviser that provides discretionary portfolio management to individuals, high-net-worth clients, and certain entities. The firm employs a concentrated long/short equity strategy, combining fundamental analysis with investigatory research and proprietary data, and it routinely uses leverage and options in its portfolios.

Active portfolio management Options & derivatives strategies Concentrated stock management
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Eric K

Series 65

Issaquah, WA

Kenney Wealth Planning & Management

Eric Kenney is a financial advisor at Kenney Wealth Planning & Management in Issaquah, WA, holding a Series 65 designation with two years of industry experience. Prior to founding his independent advisory firm, he worked for over a decade at LabWare, Inc., and held positions at Autoscribe Informatics and Veeva Systems. Kenney Wealth Planning & Management serves individual and high-net-worth clients, typically managing accounts with a minimum of $500,000. The firm combines fundamental analysis, modern portfolio theory, and quantitative techniques to create tax-aware, long-term portfolios that include strategies such as dividend-growth funds, enhanced indexing, and tax-loss harvesting.

Tax-loss harvesting Private / alternative investments Real estate investing
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Shane H

Series 63, Series 65

Issaquah, WA

Hoover Capital, L.L.C.

Shane Hoover is the sole advisor at Hoover Capital, L.L.C. in Issaquah, Washington. He holds Series 63 and Series 65 credentials and has 29 years of industry experience, including 22 years managing his own firm since 2004. Hoover Capital, L.L.C. provides fee-based investment management and consulting primarily to individual clients, managing approximately $19.8 million across 27 accounts. The firm employs a blend of proprietary fundamental and technical analysis focused on secular market cycles and valuation risk, manages all client accounts on a non-discretionary basis, and regularly communicates with clients through quarterly reviews and written reports.

Wealth management
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