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Huntington Beach, CA 92648
714-536-4065
Your Life, Your Legacy
About Weaver Consulting Group
Weaver Consulting Group is a family business led by CRPC-Certified Advisors, Jason and Travis Weaver. Our advisors offer 20+ years of experience creating customized solutions for every kind of retirement dream , from early retirement to unretirement and every phase of the market cycle
See Disclosures
General Information
Firm Start Year
2017
No. of Employees
5-9
CRD#
2809696
Firm CRD#
287895
Name of Broker/Dealer
Purshe Kaplan Sterling
Name of Custodial Firm
Fidelity Investments
Work with the following types of clients
Individual Investors, Businesses, Non-Profit Organizations
Advisory Services Provided
Insurance Products & Annuities, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Services
Investment Types
Alternative Investments, Mutual Funds, Bonds, Stocks
Can meet clients in the following ways
Your Office, Video Conference, Your Home, Our Office, Phone
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Firm Information
Firm's Number of Clients
965
Firm's Number of Planning Clients
500
Firm's Number of Managed Clients
965
Assets Managed by Firm
1,000,000,000
Compensation and Fees
Compensation Methods
Based on Assets
Disclosures
https://weaverconsultinggroup.com/disclosure/
Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1893001/retirementplanning-Weaver-Consulting-Group-detailed-disclosure.html
Disclaimer
Weaver or the Firm ) is an SEC registered investment adviser located in the State of California. Registration does not imply a certain level of skill or training. The Firm may only transact business in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about Weavers registration status, please consult the SECs Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Information Weavers website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of Weavers website on the internet should not be construed by any consumer and/or prospective client as Weavers solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Furthermore, the information resulting from the use of tools or other information on this website should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Weaver.