A complete list of active advisors currently associated with Weingarten Associates, L.L.C.

Warmer can help you find a great advisor at Weingarten Associates, L.L.C. or one who fits your needs even better.

The firm advises individuals, high-net-worth clients, trusts, charitable organizations and pension/401(k) plans, providing fixed-fee financial planning engagements and ongoing wealth management services. It also offers ongoing accounting and tax-preparation services through an affiliated Certified Public Accountant, and its wealth management and “wealth accumulator” programs are tailored for clients at different stages of asset accumulation. Investment management follows an academic, market-efficient framework that emphasizes low-cost passive mutual funds and ETFs and applies the Fama–French three-factor approach to set exposures across equity, size and value dimensions. The firm generally manages client accounts on a discretionary basis, performs periodic reviews and rebalancing, and may implement tax-loss harvesting in non-retirement accounts. Notable distinctions include the affiliated CPA offering tax preparation and accounting alongside advisory services and a fee model built around fixed planning and annual advisory fees rather than a typical percentage-of-assets schedule. The firm also does not charge performance-based fees, generally leaves proxy voting to clients, and reports managing roughly $168 million in client assets.

To learn more about the advisors currently working at Weingarten Associates, L.L.C., 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.