Weimer Financial Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Weimer Financial Advisors LLC provides financial planning and consulting to individuals, high‑net‑worth individuals, and businesses via ongoing retainer relationships and project‑based engagements. The firm’s planning scope includes cash flow, retirement, estate and tax planning, business planning, insurance review, and investment analysis, while it does not manage or custody client assets.
The firm’s advisory work draws on fundamental and cyclical analysis and modern portfolio theory and generally emphasizes passive portfolio construction when making investment recommendations. Advice is delivered on a non‑discretionary basis: clients implement recommendations through custodians of their choice and the firm does not execute or custody client accounts or place assets in wrap programs.
Notably, unlike many independent advisors that charge percentage‑of‑assets fees, the firm does not use AUM‑based pricing and reports no assets under management. It also discloses that it does not accept commissions or sales compensation and does not receive soft‑dollar benefits, reflecting a fee‑only planning model that separates advice from brokerage and custody relationships.
Client services
Expertise
Fee options
$400 per hour for Project-Based Financial Planning
Ongoing Financial Planning: Fixed monthly fee ranging from $200 to $2,000 per month, negotiable
Fee-only: Ongoing Financial Planning: Fixed monthly fee ranging from $200 to $2,000 per month, negotiable; Project-Based Financial Planning: $400 per hour, negotiable
Main office
Southlake TX
Advisors at this office
1
Most active in
Texas
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
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