Firm
Weinand Financial
Lacey, Washington
Fee-only
Weinand Financial at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 5 employees and 437 individual clients, 167 of them high net worth.
- Its average account is about $272,000 (assets it manages divided by its 2,246 accounts).
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Lacey, Washington |
|---|---|
| Website | weinand.us |
| Phone | (360) 459-4847 |
Weinand Financial fees
Weinand 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 · Fixed fees |
|---|---|
| Assets managed | $610 million |
| Individual clients | 270 |
| High-net-worth clients | 167 |
| Accounts managed | 2,246 |
| Employees | 5 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-129080) |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 328590 |