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Weitzel Financial Services, Inc.

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Total assets under management

$274,305,590

Total clients

1,100

23% high-net worth

Total advisors

3

of 3 employees

Firm size

Supported

1-3 advisors, or $200M+ in AUM

Average clients per advisor

367

Average account size

$249,369

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Fee options

Fixed

Fixed financial planning assistance fees ranging from $250 to $2,500 per quarter

Percentage

$0 - $99,999: 1.50% (150 basis points) annually $100,000 - $499,999: 1.25% (125 basis points) annually $500,000 - $999,999: 1.00% (100 basis points) annually $1,000,000 - $2,999,999: 0.75% (75 basis points) annually $3,000,000+: 0.50% (50 basis points) annually

Commissions

Commissions and trailer fees possible when acting as registered representative or insurance agent; not charged when purchasing securities via advisory custodian

Project-based

Financial planning services at $250 per hour

Other

Fee-only: Financial planning services at $250/hour; fixed fees $250 to $2,500 per quarter for planning assistance

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Weitzel Financial Services, Inc.

2200 John F. Kennedy Road, Suite 103

Dubuque IA 52002, United States

Number of offices

1

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 563-583-6020

Advisors at this firm

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Maya W

Series 65

Dubuque, IA

Weitzel Financial Services, Inc.
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Timothy W

Series 63, Series 65

Dubuque, IA

Weitzel Financial Services, Inc.
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Matthew M

Series 63, Series 65

Dubuque, IA

Weitzel Financial Services, Inc.
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Donald R

Series 63, Series 65

Dubuque, IA

Weitzel Financial Services, Inc.
user avatar

Raymond Q

Series 63, Series 65

Dubuque, IA

Weitzel Financial Services, Inc.
user avatar

Martin B

Series 63, Series 65

Dubuque, IA

Weitzel Financial Services, Inc.
user avatar

Bradley W

Series 63, Series 65

Dubuque, IA

Weitzel Financial Services, Inc.
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