Colleen Weber CPA, LLC
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About
Colleen Weber CPA, LLC provides personalized financial planning and discretionary investment management to individuals, trusts, estates, and small businesses, and also offers accounting services including tax planning and tax return preparation. The firm operates as a fee-only adviser and does not accept commissions or participate in wrap-fee programs.
Investment advice is delivered through written investment policy statements and ongoing portfolio supervision, with portfolios built primarily from no-load mutual funds and exchange-traded funds and supplemented by equities or fixed income when appropriate. Accounts are reviewed at least quarterly and trades are executed through independent custodians under a limited trading authorization.
The firm is notable for its accounting-firm structure: tax-related services are integrated into advisory relationships at no additional charge, while tax work for non-advisory clients represents only a small portion of business. It also does not charge percentage-of-assets-under-management fees and manages roughly $120.6 million for about 50 clients with a small advisory team, a combination that differs from many peers.
Client services
Expertise
Fee options
Account minimum: $2,000 per quarter minimum fee Minimum fee: $2,000 - $30,000 per quarter for Wealth Management Services; $2,000 per quarter minimum fee Fee-only: Fees are negotiated and charged as fixed fees based on complexity; quarterly fees range from $2,000 to $30,000, payable in advance.
Main office
470 W. 78th St. Suite 200
Chanhassen MN 55317
Advisors at this office
2
Most active in
Minnesota
Also doing business as
Colleen Weber Cpa, LLC · Weber Contracting, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Colleen W
CFP®, Series 65
Chanhassen, MN
Colleen Weber CPA, LLC
Colleen Weber is a CFP® professional with nine years of industry experience and the principal of Colleen Weber CPA, LLC, where she has worked since 1998. She holds a Series 65 license and leads a small advisory team in Chanhassen, MN. Colleen Weber CPA, LLC provides personalized financial planning and discretionary investment management to individuals, trusts, estates, and small businesses, alongside accounting services including tax planning and preparation. The firm operates as a fee-only adviser with an integrated accounting-firm structure, managing approximately $120.6 million for about 50 clients, and emphasizes written investment policies and regular portfolio reviews.
Olivia K
CFP®, Series 65
Chanhassen, MN
Colleen Weber CPA, LLC
Olivia Knapp is a CFP® and holds a Series 65 license with two years of industry experience. She is currently with Colleen Weber CPA, LLC and previously worked at O'Meara Leer Wagner Kohl and the Carver County Attorney's Office. She also has experience working at the University of St. Thomas School of Law. Colleen Weber CPA, LLC provides personalized financial planning and discretionary investment management to individuals, trusts, estates, and small businesses, integrating tax-related services into advisory relationships without additional charge. The firm follows a fee-only model and manages portfolios primarily using no-load mutual funds and ETFs, overseeing approximately $120.6 million for about 50 clients.
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