Colleen Weber
Colleen Weber CPA · Chanhassen, Minnesota
Colleen Weber is a fee-only financial advisor at Colleen Weber CPA in Chanhassen, Minnesota, who holds the CFP credential. Colleen focuses on retirement planning, tax planning and estate & legacy planning. Colleen Weber CPA reports charging fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Retirees
- Pre-retirees
- Divorced individuals
Facts
| Firm | Colleen Weber CPA |
|---|---|
| Based in | Chanhassen, Minnesota |
| Fee model (firm's Form ADV) | Fixed fees |
| Fees (firm's website) | A $2,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $120.6M across 189 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN · CRD 4891500 |
| Exams passed | Series 65 (2005) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.colleenweber.com |
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Questions about Colleen
Is Colleen Weber a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Colleen holds no broker registration, and Colleen Weber CPA reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Colleen charge for financial advice?
Colleen's firm, Colleen Weber CPA, reports charging fixed fees on its SEC Form ADV.
How much does Colleen charge?
According to Colleen Weber CPA's website, checked October 30, 2026: a $2,000,000 asset minimum.
Where is Colleen Weber based?
Colleen Weber is based in Chanhassen, Minnesota.
What does Colleen specialize in?
Colleen's specialties include retirement planning, tax planning, estate & legacy planning, equity compensation, divorce financial planning and pension planning. Colleen works with executives, retirees, pre-retirees and divorced individuals.
What credentials does Colleen Weber hold?
Colleen Weber holds the CFP credential.
Is Colleen Weber registered with the SEC?
Yes. Colleen Weber is registered as an investment adviser representative in MN (CRD 4891500), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Colleen Weber CPA manage?
Colleen Weber CPA reports $120.6M across 189 accounts in assets under management.
How do I contact Colleen Weber?
Through Colleen's website, www.colleenweber.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Colleen Weber CPA website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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