A complete list of active advisors currently associated with Weikart Advisory Services LLC
Warmer can help you find a great advisor at Weikart Advisory Services LLC or one who fits your needs even better.
Weikart Advisory Services LLC is a single‑advisor independent registered investment adviser that provides investment supervisory and portfolio management services, managed accounts, and financial planning to individuals, high‑net‑worth clients, business owners, small employer retirement plans, and trusts. The firm reports approximately $3.86 million in assets under management across nine client accounts and generally charges advisory fees based on assets under management while also offering standalone financial planning engagements. The firm predominantly operates on a non‑discretionary basis: clients complete an investment profile and approve portfolio designs and each trade before execution, and accounts are executed and custodied through the Altruist brokerage platform and Model Marketplace. Weikart Advisory Services uses investment policy statements and model portfolios (including third‑party and custom models), provides at least quarterly account reporting, and contacts clients at least annually or more often as requested to review objectives and performance. Notable distinctions from many peers include the advisor’s ability to sell insurance and fixed or fixed‑indexed annuity products and to receive commissions for such sales, a practice the brochure discloses alongside its fee programs. The brochure also discloses the firm’s participation in Altruist support, Model Marketplace, and Match programs that provide platform benefits and referral/compensation arrangements — features that the firm notes may create platform‑related incentives and are disclosed as potential conflicts of interest.
To learn more about the advisors currently working at Weikart Advisory Services LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Camas, WA
| 21
|
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.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)