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.