Weimer Financial Advisors LLC fees and pricing
Financial planner in Southlake, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 8, 2026, Weimer Financial Advisors LLC charges $400 an hour and a monthly fee of $200-$2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 8, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“(214) 926-7282 Page 6 Project-Based Financial Planning Project-Based Financial Planning engagements are offered at a rate of $400 per hour.”
- Monthly fee
- $200-$2,000/mo
“Fees are paid monthly in arrears, ranging from $200 - $2,000 per month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Weimer Financial Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for this service may be paid by credit card, debit card or electronic funds transfer (EFT).”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Agreement.”
- “Since fees are paid in arrears, no refund will be needed upon termination of the Advisory Agreement.”
How Weimer Financial Advisors LLC’s fees compare
- Its hourly rate of $400 is above the Texas median of $275. 79% of the 468 other Texas planners that publish an hourly rate charge less.
- 4 of the 5 other planners in Southlake that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Weimer Financial Advisors LLC
“Project-Based Financial Planning Weimer Financial also provides Project-Based Financial Planning Servi”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2024 (2 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 334537
- Phone
- (214) 926-7282
Other planners in Southlake that publish fees
- Aspen Creek Wealth Management, LLCSouthlake$100/hr, $1,000-$15,000
- Combs Capital PartnersSouthlake$2,500
- Corps Capital Advisors, LLCSouthlake$500-$1,000/hr
- Much Wealth Management, Inc.Southlake$1,000-$10,000
- One Xvi WealthSouthlake$250/hr, $1,500-$10,000
- Openair Financial, LLCSouthlake$5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.