Advisor at Weikart Advisory Services LLC
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
Weikart Advisory Services LLC
Location
Camas, WA
Credentials
Series 63, Series 65
Industry experience
21 years
William Weikart is the founder and sole advisor at Weikart Advisory Services LLC in Camas, Washington, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has operated his advisory firm since 2009. Outside of financial advising, Weikart is a motivational speaker and owns a record label involved in music sales and publishing. Weikart Advisory Services LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, business owners, small retirement plans, and trusts. The firm offers managed-account portfolio management, written financial plans, and access to third-party managers, typically operating on a non-discretionary basis with periodic account reviews and a diversified investment approach.
Based on Weikart Advisory Services LLC
Financial planning flat fees range from $1,400 to $37,800 depending on net worth and complexity, negotiable
$100,000 - $500,000: 1.50% $500,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $20,000,000: 0.45% $20,000,001 - $30,000,000: 0.35% $30,000,001+: 0.25%
Commissions may be charged on securities and insurance products sold through Investment Advisor Representatives under separate agreements; commissions do not offset advisory fees.
Up to $400 per hour for financial planning services, negotiable depending on complexity
Monthly fees for participation in Altruist One program; fees vary and may be absorbed by WAS LLC or passed to clients
Account minimum: $50,000 (may be reduced to $10,000 subject to approval and at Advisor's discretion)
Camas, WA
Oregon · Washington
Weikart Advisory Services LLC
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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