Weaver Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$42,100,000
Clients
12
Advisors
1
of 1 employees
About
Weaver Financial provides financial planning and investment management primarily for individual clients and also accepts trusts, corporations, partnerships, and limited liability companies. Services described in the brochure include retirement planning, tax and estate planning, education planning, employee benefits analysis, risk management and investment management delivered through written engagement letters and investment plans.
The firm’s investment approach is fundamental and long-term, emphasizing asset allocation, diversification, and risk management implemented mainly with no-load mutual funds and ETFs, supplemented by stocks, bonds, and allocation funds where appropriate. It operates on a fee-only, assets-under-management basis, implements client accounts through third‑party custodians, and conducts periodic portfolio and plan reviews.
Noteworthy distinctions include the firm’s mix of business/corporate clients in addition to individuals (an uncommon client type among similar independent advisers) and a concentrated client base—approximately $46 million in assets managed across 12 client relationships—resulting in larger average account sizes than typical peers. The brochure also highlights that the firm’s principal holds professional credentials in accounting, financial planning, and investment analysis (CPA, CFP™, CFA®), has provided expert-witness services, and discloses no receipt of third‑party sales compensation.
Client services
Expertise
Fee options
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
Main office
Prairie Village KS
Advisors at this office
1
Most active in
Kansas
Also doing business as
Financial Security Advisors · Video Records Inc. · Weaver Financial · Weaver Financial Planning
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.
Forms ADV
Quick links
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