PlannerFees

Weinand Financial, Inc. fees and pricing

Financial planner in Lacey, Washington. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 27, 2026, Weinand Financial, Inc. charges a flat or project fee of $2,500⁠-⁠$7,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$2,500⁠-⁠$7,500
“Fees for Financial Planning and Consulting Services For financial planning and consulting engagements, we typically charge fixed fees ranging from $2,500 - $7,500.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Weinand Financial, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Unless otherwise indicated below, our fees are not negotiable.”
  • “Fees for these services are payable by check or other form of payment deemed acceptable by WFI upon our delivery of a written invoice to you.”
  • “Clients are never charged more than $1,200 six (6) or more months in advance for these services.”

How Weinand Financial, Inc.’s fees compare

  • Its flat or project fee of $2,500-$7,500 spans the Washington median of $3,250. 67% of the 103 other Washington planners that publish a flat or project fee charge less.

About Weinand Financial, Inc.

“Our objective is to provide you with customized financial planning services and objective wealth management advice designed to meet your financial goals. We also provide wealth management advice to retirement plans and their participants.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 5 employees.
  • Credentials named in the brochure: CFP®.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Founded: 2006 (20 years).

Planning areas mentioned in the brochure

  • College planning

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Clients
437
Employees
5
Works with
Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
Assets managed
$610,380,000
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
328590
Website
weinand.us (opens in new tab)
Phone
(360) 459-4847

Can advise clients in 8 states: Arizona, California, Florida, Idaho, Montana, Oregon, Texas, Washington

Other planners in Lacey that publish fees

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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.