Michael Weinand
Weinand Financial · Lacey, Washington
Michael Weinand is a fee-only financial advisor at Weinand Financial in Lacey, Washington, who holds the CFP credential. Weinand Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Weinand Financial |
|---|---|
| Based in | Lacey, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $610.4M across 2,246 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, WA · CRD 2317898 |
| Exams passed | Series 63 (1993) · Series 65 (1996) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.weinand.us |
How Michael's firm compares
- Weinand Financial's average account is about $272,000, from its Form ADV (assets managed divided by 2,246 accounts).
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Questions about Michael
Is Michael Weinand a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Weinand Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Weinand Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Weinand based?
Michael Weinand is based in Lacey, Washington.
What credentials does Michael Weinand hold?
Michael Weinand holds the CFP credential.
Is Michael Weinand registered with the SEC?
Yes. Michael Weinand is registered as an investment adviser representative in TX and WA (CRD 2317898), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Weinand Financial manage?
Weinand Financial reports $610.4M across 2,246 accounts in assets under management.
How do I contact Michael Weinand?
Through Michael's website, www.weinand.us.
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
- 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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