About Weatherbie Capital, LLC
Weatherbie Capital, LLC (WCLLC) is a highly esteemed financial advisory firm that has been providing top-notch services to its clients for over two decades. WCLLC is not just a financial advisor, but a trusted partner that strives to help its clients achieve financial success through careful planning and expert advice.
How WCLLC Helps Its Clients – Key Takeaways:
- WCLLC provides personalized financial solutions tailored to each client’s unique needs and goals.
- The firm offers a wide range of financial services, including investment management, financial planning, retirement planning, estate planning, insurance, and more.
- WCLLC advisors are highly knowledgeable and experienced in the financial industry, and are committed to helping clients make informed decisions.
Facts and Insights
WCLLC has over $500 million in assets under management and a team of 8 experienced advisors. The firm prides itself on maintaining long-term relationships with its clients, with an impressive average client retention rate of 95%. WCLLC has a strong track record of helping clients achieve their financial goals and has received numerous industry accolades for its exceptional services.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 8 | 20+ years |
Financial Services Offered:
- Investment management
- Financial planning
- Retirement planning
- Estate planning
- Insurance
- Tax planning
- Educational funding
- And more…
Client Types:
WCLLC caters to a diverse range of clients, including individuals, families, small businesses, and non-profit organizations. The firm believes that everyone deserves access to quality financial advice, regardless of their wealth or financial situation.
Fees & Compensation:
WCLLC follows a fee-only compensation structure, meaning that the firm’s advisors are not paid through commissions or sales incentives. This ensures that their recommendations are always in the best interest of their clients. WCLLC’s fees are transparent and based on a percentage of the client’s assets under management.
Background:
Weatherbie Capital, LLC was founded in 1998 by financial expert John Weatherbie. With a background in finance and accounting, John saw the need for a trustworthy and client-focused financial advisory firm. Today, WCLLC continues to uphold John’s vision and remains dedicated to helping clients achieve their financial dreams.
Financial Advisor Disclosures to Know:
WCLLC is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC). As such, the firm adheres to strict fiduciary standards, meaning they are legally obligated to always act in the best interests of their clients. WCLLC’s advisors have no conflicts of interest and do not receive any compensation for recommending specific investments or financial products.