Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Travis W

Series 66

Huntington Beach, CA

Weaver Consulting Group, LLC

Travis Weaver is a financial advisor at Weaver Consulting Group, LLC with 22 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2017 before founding Weaver Consulting Group. Weaver serves as a board member of the Youth Motivation Task Force, where he speaks to middle and high school students. Weaver Consulting Group provides financial planning, investment management, and pension consulting to individuals, high-net-worth households, and institutional retirement plans. The firm uses a holistic, client-focused asset-allocation process with both fundamental and quantitative analysis, employing mutual funds, ETFs, structured notes, individual securities, and third-party managers under discretionary oversight.

General retirement planning Retirement income strategy Wealth management Passive / index investing Founder/Business Owner
user avatar
firm logo

Palmer M

Series 65

Huntington Beach, CA

Weaver Consulting Group, LLC

Palmer Mahoney is a financial advisor at Weaver Consulting Group, LLC, holding a Series 65 credential with one year of industry experience. Prior to joining Weaver Consulting Group, he worked at Emich Kia and has educational experience spanning several years. He is licensed to sell life and health insurance in California and Colorado and is appointed as an agent to sell life insurance policies through Ashe Brokerage. Weaver Consulting Group provides financial planning, investment management, and pension consulting to individuals, high-net-worth households, and institutional retirement plans. The firm employs a holistic, client-focused asset-allocation process and offers both stand-alone planning and integrated wealth management services.

General retirement planning Retirement income strategy Wealth management Passive / index investing Founder/Business Owner
user avatar
firm logo

Hunter P

Series 63, Series 65

Huntington Beach, CA

Weaver Consulting Group, LLC

Hunter Peterson is an associate financial advisor with Weaver Consulting Group, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Weaver Consulting Group since 2017 and previously spent one year at Vanguard Marketing Corporation and seven years with Purshe Kaplan Sterling Investments, Inc. Peterson serves as a board member and assistant treasurer for the Huntington Beach Kiwanis, a local service organization. Weaver Consulting Group provides financial planning, investment management, and pension consulting to individuals, high-net-worth households, and institutional retirement plans. The firm employs a holistic, client-focused asset-allocation approach that combines fundamental and quantitative analysis, utilizing mutual funds, ETFs, structured notes, individual securities, and third-party managers to tailor portfolios to client goals.

General retirement planning Retirement income strategy Wealth management Passive / index investing Founder/Business Owner
user avatar
firm logo

Jason W

Series 63

Huntington Beach, CA

Weaver Consulting Group, LLC

Jason Weaver is a financial advisor and managing partner at Weaver Consulting Group, LLC, with 29 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2017 before founding Weaver Consulting Group. He holds a Series 63 designation. Weaver Consulting Group provides financial planning, investment management, and pension consulting to individuals, high-net-worth households, and institutional retirement plans. The firm employs a holistic, client-focused asset-allocation process that incorporates both fundamental and quantitative analysis, utilizing mutual funds, ETFs, structured notes, and individual securities, along with third-party managers and specialized tools.

General retirement planning Retirement income strategy Wealth management Passive / index investing Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")