Weaver Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$42,100,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
12
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
12
LowAverage account size
$3,508,333
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
Financial planning
Portfolio management
Expertise
General retirement planning
General tax planning
College savings (529s, UTMA, etc.)
Wealth management
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 location
Weaver Financial
5410 West 61 St Place, Suite 100
Mission KS 66205, United States
Number of offices
1
Most active in
Weaver Financial has reported serving >5 clients in these states in the last 12 months.
Kansas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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