Weimer Financial Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
2
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
2
Average account size
$0
About
The firm provides wealth management and financial planning services to individuals, high‑net‑worth clients, trusts, estates and businesses, offering both ongoing advisory engagements and one‑time project consultations. Services include portfolio construction and monitoring, retirement‑account advice, and access to a client‑facing financial planning platform.
Investment work is primarily long‑term in orientation but can include shorter‑term trading for rebalancing or cash needs, using fundamental and technical analysis to build portfolios of ETFs, individual equities, fixed income and mutual funds. Engagements may be discretionary or non‑discretionary and begin with a structured onboarding process that populates an interactive planning application and includes client training and ongoing review.
Distinctive features include a fee model that relies on negotiated fixed, subscription or hourly planning fees rather than a standard percentage‑of‑assets billing approach, and an emphasized onboarding/training process tied to the planning platform. The firm is an early‑stage, single‑advisor practice with a very small client base and no reported assets under management at the time of filing, and its principal established the advisory business following a long career outside the investment industry.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
General retirement planning
Income planning
Fee options
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.
Main office location
Weimer Financial Advisors LLC
Southlake TX, United States
Number of offices
1
Most active in
Weimer Financial Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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.
Forms ADV
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