$46.3M Total AUM
$46.3M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
29 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-05-1997
- Office Locations
- 1
Office Locations
-- Prairie Village KS
About Weaver Financial
Weaver Financial is a fee-only, fiduciary practice providing comprehensive financial planning and investment management for clients in Kansas City and nationwide. Led by Sandi Weaver (CPA, CFP, CFA), the firm integrates retirement and tax-aware planning with risk-conscious portfolio construction using objective, research-driven recommendations—not commissions. Offers below-industry fees on larger portfolios.
Team overview
-- AVG AGE
$46.3M AVG AUM / ADVISOR
$3.6M AVG AUM / CLIENT
19.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
29yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
SANDRA WEAVER
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #2881347
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,300,000 | $968,079 |
| Non-Discretionary | $0 | -- |
| Total | $46,300,000 | $968,079 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available Corporate - Investment Grade:
Available Cash:
Available Corporate - Non-Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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