Weaver Consulting Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$999,631,384
Clients
1,085
Advisors
4
of 7 employees
About
Weaver Consulting Group provides financial planning, investment management, and pension consulting to individuals, high‑net‑worth households, and institutional retirement plans. Services are offered as stand‑alone planning engagements or as integrated wealth management relationships, and the firm acts as sponsor and manager of a wrap fee program.
The firm follows a holistic, client‑focused asset‑allocation process that combines fundamental and quantitative analysis to tailor portfolios to individual risk tolerances and goals, typically using mutual funds, ETFs, structured notes and individual securities. Weaver also deploys third‑party managers and specialized tools — including BlackRock Aperio for direct indexing, Opal Capital for certain strategies, and the Pontera platform to manage held‑away defined‑contribution assets — with discretionary oversight and ongoing monitoring.
Weaver manages roughly $1.05 billion in discretionary assets with a small advising team, resulting in notably high AUM and client counts per advisor compared with many team firms, and its role as a wrap program sponsor is uncommon for peers. The firm’s use of direct indexing, leverage‑oriented third‑party managers, a held‑away account platform, and supervised persons who may transact as registered representatives or licensed insurance agents are distinctive operational features that clients should consider when evaluating services and potential conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
Financial planning and consulting fees generally range from $1,000 to $5,000, negotiable.
$0+: 0.15% to 1.5% annually, depending on size, complexity, risk tolerance, and type of services $0+: Other negotiated AUM fees may apply for certain holdings (held-away assets, accommodation accounts, alternative investments).
Securities brokerage and insurance commissions may be earned by Firm's supervised persons under separate arrangements.
Minimum fee: Financial planning and consulting fees generally range from $1,000 to $5,000, negotiable.
Main office
101 Main Street, Suite 220
Huntington Beach CA 92648
Advisors at this office
4
Most active in
Arizona · California · Colorado · Florida · Nebraska · Nevada · North Carolina · Oregon · Tennessee · Texas · Washington
Also doing business as
Hillman Advisors, LLC · Weaver Consulting Group, 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 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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
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.
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.
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.
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.
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