Advisor at Weinand Financial, Inc.
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Firm
Weinand Financial, Inc.
Location
Lacey, WA 98516-4704
Credentials
CFP®, Series 63, Series 65
Industry experience
33 years
Michael Weinand is a CFP® professional with 33 years of industry experience. He is currently with Weinand Financial, Inc., where he has worked since 2023, following prior roles at LPL Financial, LLC and KMS Financial Services, Inc. Outside of his advisory work, he is a commissioned notary. Weinand Financial serves individuals, including high-net-worth clients, employer-sponsored retirement plans, trusts, charities, and business entities. The firm provides tailored wealth management, financial planning, and retirement plan consulting, combining discretionary portfolio management with written financial plans and periodic reviews.
Based on Weinand Financial, Inc.
Based on Weinand Financial, Inc.
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
8120 Freedom Lane Ne, Ste 101
Lacey, WA 98516-4704
Texas · Washington
Weinand Financial, Inc.
2023 - Present (3 years)
LPL FInancial, LLC
2020 - 2023 (3 years)
KMS Financial Services, Inc.
1998 - 2020 (22 years)
KMS Financial Services, Inc.
1998 - 2020 (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
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