Advisor at Weimer Financial Advisors LLC
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Firm
Weimer Financial Advisors LLC
Location
Southlake, TX
Credentials
Series 65
Industry experience
< 1 year
Christopher Weimer is the principal of Weimer Financial Advisors LLC, an independent advisory firm based in Southlake, TX. He holds a Series 65 credential and has over 30 years of experience in business, primarily with Enterprise Holdings Inc. before founding his advisory practice in 2025. Weimer Financial Advisors LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers both ongoing advisory engagements and one-time project consultations, employing a long-term investment approach supplemented by tactical portfolio adjustments, and uses a fee model based on negotiated fixed, subscription, or hourly planning fees.
Based on Weimer Financial Advisors LLC
Project-based financial planning billed at $400 per hour.
Ongoing financial planning fees range from $200 to $2,000 per month ($2,400 to $24,000 annually).
Account minimum: $760,000 Fee-only: Project-based financial planning at $400 per hour; ongoing financial planning fees range from $200 to $2,000 per month ($2,400 to $24,000 annually); Wealth Management fees up to $36,000 annually or 2.00% of assets (whichever is lower) on a negotiated fixed annual rate basis.
Southlake, TX
Texas
Weimer Financial Advisors LLC
2025 - Present (1 year)
Not Employed
2024 - 2024 (1 year)
Enterprise Holdings Inc.
1991 - 2023 (32 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®, Series 66
Northlake, TX
Retire With Swan
Christopher Swan is a CFP® professional with nine years of industry experience. He is the sole advisor at Retire With Swan, an independent firm he founded in 2020. Prior to this, he worked at Merrill Lynch, Charles Schwab, & Edward Jones. Retire With Swan focuses on retirement-centered financial planning and discretionary investment management for individual and high-net-worth clients. The firm employs a goals-based, long-term investment approach emphasizing strategic asset allocation, diversification, and regular portfolio monitoring.
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