WEISER FINANCIAL PLANNING LLC: A Professional Financial Expert
Weiser Financial Planning LLC is a well-respected financial planning firm that has been providing top-quality services for many years. With a team of experienced and knowledgeable advisors, Weiser Financial Planning LLC has established itself as a leader in the industry. The firm operates with the highest level of professionalism and prides itself on helping clients achieve their financial goals through sound financial planning and guidance.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning services tailored to individual client’s needs and goals
- Offers a wide range of financial services to help clients achieve their financial goals
- Operates with complete transparency and puts client’s interests first
- Provides ongoing support and guidance to help clients stay on track with their financial plans
Facts and Insights:
Weiser Financial Planning LLC has been in business for over 10 years and has built a reputable name for itself in the industry. With a team of 5 highly experienced and qualified advisors, the firm has successfully helped numerous clients achieve their financial goals. As of 2021, Weiser Financial Planning LLC manages assets worth over $50 million for its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2011 | $50 million | 5 |
Financial Services Offered:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
- College planning
- Debt management
Client Types:
Weiser Financial Planning LLC serves a diverse range of clients including individuals, families, business owners, and retirees. The firm works with clients at all stages of life and provides personalized financial planning services to help them achieve their unique financial goals.
Fees & Compensation:
Weiser Financial Planning LLC operates on a fee-based compensation structure, meaning they charge a percentage of the client’s assets under management as their fee. This ensures that the firm’s interests are aligned with those of its clients. The firm also discloses all fees and charges upfront, maintaining complete transparency with clients.
Background:
Weiser Financial Planning LLC was founded in 2011 by John Weiser, a highly experienced and respected financial advisor. With a passion for helping others achieve financial security and independence, John has built the firm with a strong focus on personalized and transparent financial planning services.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Weiser Financial Planning LLC is held to the fiduciary standard, meaning they are legally obligated to act in the best interests of their clients. The firm has a clean record with no legal or disciplinary actions against them. They are committed to maintaining the highest level of ethics and professionalism in all their client interactions.