# Palmer Mahoney

> Palmer Mahoney is a fee-only financial advisor at Weaver Consulting Group in Huntington Beach, California. Palmer focuses on retirement planning. Weaver Consulting Group reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/palmer-mahoney/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Weaver Consulting Group
- **Based in:** Huntington Beach, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.05B across 2,720 accounts
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 8189924 (https://adviserinfo.sec.gov/individual/summary/8189924)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2025)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.weaverconsultinggroup.com

## Frequently asked questions

### Is Palmer Mahoney a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Palmer holds no broker registration, and Weaver Consulting Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Palmer charge for financial advice?

Palmer's firm, Weaver Consulting Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Palmer Mahoney based?

Palmer Mahoney is based in Huntington Beach, California.

### What does Palmer specialize in?

Palmer's specialties include retirement planning. Palmer works with retirees and pre-retirees.

### Is Palmer Mahoney registered with the SEC?

Yes. Palmer Mahoney is registered as an investment adviser representative in CA (CRD 8189924), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Weaver Consulting Group manage?

Weaver Consulting Group reports $1.05B across 2,720 accounts in assets under management.

### How do I contact Palmer Mahoney?

Through Palmer's website, www.weaverconsultinggroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8189924): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://weaverconsultinggroup.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.