Weaver Financial
Mission, Kansas
Fee-only
Weaver Financial at a glance
- One of 98 fee-only firms based in Kansas in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 12 individual clients.
- Its average account is about $759,000 (assets it manages divided by its 61 accounts).
Fee-only advisors in Kansas · What fee-only advisors charge in Kansas
Facts
| Based in | Mission, Kansas |
|---|---|
| [email protected] | |
| Phone | (913) 871-6151 |
Questions about Weaver Financial
How is Weaver Financial paid?
Weaver Financial's Form ADV says it is paid by: percentage of assets, hourly.
How many advisors does Weaver Financial have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Weaver Financial.
What is the average account at Weaver Financial?
Weaver Financial's average account is about $759,000. That's the assets on its Form ADV divided by its 61 accounts.
Weaver Financial fees
Weaver Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $46 million |
| Individual clients | 12 |
| Accounts managed | 61 |
| Employees | 1 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-65927) |
| Financial planning | Offered |
| Form ADV filed | February 5, 2026 |
| SEC record | CRD 113934 |
Advisors at this firm (1)
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