Sandra Weaver
Advisor at Weaver Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Weaver Financial
Location
Prairie Village, KS
Credentials
CFP®, CFA®, Series 65
Industry experience
27 years
About
Sandra Weaver is a CFP®, CFA®, and Series 65 credentialed advisor with 27 years of industry experience. She is the principal of Weaver Financial, an independent firm in Prairie Village, KS, where she has worked since 1995, including a prior role at Petrovic Weaver Financial Services. Outside of her advisory work, Weaver serves as vice-president and treasurer of G & E Farms, where she is involved in managing agricultural operations and financial decisions. Weaver Financial provides financial planning and investment management primarily for individual clients, as well as trusts, corporations, partnerships, and limited liability companies. The firm employs a fundamental, long-term investment approach focused on asset allocation, diversification, and risk management, utilizing no-load mutual funds, ETFs, stocks, bonds, and allocation funds.
Expertise
Based on Weaver Financial
General retirement planning
General tax planning
College savings (529s, UTMA, etc.)
Wealth management
Fee options
Initial setup fee ranging from $1,500 to $3,000, varies by client complexity
$0 - $900,000: 1.00% annually $900,000+: 0.15% annually
$300 to $400 per hour for consultations or projects
Account minimum: No minimum dollar value of assets, but minimum fee applies Minimum fee: $2,250 per quarter minimum fee Fee-only: Fee-only; no commissions or other compensation accepted
Location
Prairie Village, KS
Most active in
Sandra W has reported serving >5 clients in these states in the last 12 months.
Kansas
Work history
Petrovic Weaver Financial Services
2015 - 2019 (4 years)
Weaver Financial (formerly Financial Security Advisors)
1995 - Present (31 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
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:
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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.
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CFP®, Series 66
Overland Park, KS
Prairie Ridge Asset Management, LLC
Michael H
Series 63, Series 66
Overland Park, KS
Penn Wealth Management
John C
CFP®, Series 63, Series 65
Lenexa, KS
Chladek Wealth Management, LLC
Mark N
Series 63, Series 65
Overland Park, KS
Nasche Asset Management LLC
Melinda B
Series 65
Overland Park, KS
Retirement Roots Wealth Management LLC
David W
CFP®
Overland Park, KS
Dynamic Wealth LLC
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