Palmer Mahoney
Weaver Consulting Group · Huntington Beach, California
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Assets under management | $1.05B across 2,720 accounts |
| SEC registration | Investment adviser representative in CA · CRD 8189924 |
| Exams passed | Series 65 (2025) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.weaverconsultinggroup.com |
| Profile |
How Palmer's firm compares
- Weaver Consulting Group's average account is about $385,000, from its Form ADV (assets managed divided by 2,720 accounts).
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Questions about Palmer
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.
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
- Weaver Consulting Group 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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