Weinand Financial, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$607,207,611
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
437
38% high-net-worth
Advisors
1
of 5 employees
Firm type
Team
5-30 advisors or >$500M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
437
Very HighAverage account size
$1,389,491
About
Weinand Financial, Inc. provides tailored financial planning, ongoing wealth management, and retirement plan consulting to individuals (including high‑net‑worth clients), employer‑sponsored retirement plans and a range of institutional and personal entities. Services described in the brochure include comprehensive financial planning, portfolio management, participant education, and referrals to third‑party professionals when appropriate.
The firm typically manages client accounts on a discretionary basis, constructing diversified portfolios using mutual funds, ETFs, individual bonds and equities, and, where appropriate, allocations to independent managers. Portfolios are customized rather than run from proprietary model portfolios, and accounts are reviewed periodically (at least annually) and adjusted based on client circumstances, market conditions, and the firm’s ongoing monitoring.
Noteworthy aspects include scale and client engagement: the brochure lists approximately $610 million in assets under management and about 437 clients, a combination that produces an unusually high client count and asset load relative to many peer firms. Weinand also offers fee‑based, classroom‑style educational seminars with course materials and optional follow‑up consultations—an offering the firm notes is educational only and is relatively uncommon among similar advisors—and relies on Schwab/AFS custodial platforms as part of its operational model.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
General estate planning guidance
Cash flow / budgeting
Retirement plans for business owners (SEP, solo 401k)
Fee options
Fixed fees for financial planning and consulting engagements ranging from $2,500 to $7,500
$0.00 - $999,999.99: 0.65% (AFS clients) $1,000,000 - $1,999,999.99: 0.55% (AFS clients) $2,000,000 - $3,999,999.99: 0.45% (AFS clients) $4,000,000 - $5,999,999.99: 0.40% (AFS clients) $6,000,000+: 0.35% (AFS clients) $0 - $499,999.99: 0.675% (Schwab clients) $500,000 - $999,999.99: 0.65% (Schwab clients) $1,000,000 - $1,999,999.99: 0.55% (Schwab clients) $2,000,000 - $3,999,999.99: 0.475% (Schwab clients) $4,000,000 - $5,999,999.99: 0.40% (Schwab clients) $6,000,000+: Negotiable (Schwab clients)
Up to $500 per hour for discrete financial consulting or project-based services
Account minimum: $500,000 Minimum fee: Fixed fees ranging from $2,500 to $7,500 for financial planning and consulting engagements Fee-only: Fixed fees for financial planning ($2,500 - $7,500) and hourly fees up to $500/hour for consulting
Main office location
Weinand Financial, Inc.
8120 Freedom Lane Ne, Ste 101
Lacey WA 98516-4704, United States
Number of offices
1
Most active in
Weinand Financial, Inc. has reported serving >5 clients in these states in the last 12 months.
Arizona · California · Florida · Idaho · Montana · Oregon · Texas · Washington
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.
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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.
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