Weinand Financial, Inc.
SEC RegisteredPLAN FOR YOUR FINANCIAL FUTURE WITH CONFIDENCE
About the firm
Weinand Financial is dedicated to providing comprehensive financial planning services to individuals, families and businesses. With over 30 years of experience, their team is committed to offering tailored solutions, ensuring a secure financial future.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Individual financial planning, business investment planning, long and short term retirement planning, cash flow/net worth analysis, pension review (private and public), IRA and Roth IRA accounts, retirement plan services, college fund accounts, mutual fund accounts, individual stock accounts, 401(k) and 403(b) set-up and services, Simple IRA, SEP IRA, and insurance services including life, disability, and long term care.
Who they serve
Individuals, families, and businesses, including both individual and business clients.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 270 | $202M |
| High Net Worth Individuals | 167 | $405M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 1 | $3.2M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| AFS $0–$999,999.99 | 0.65% |
| AFS $1,000,000–$1,999,999.99 | 0.55% |
| AFS $2,000,000–$3,999,999.99 | 0.45% |
| AFS $4,000,000–$5,999,999.99 | 0.40% |
| AFS $6,000,000 and above | 0.35% |
| Schwab $0–$499,999.99 | 0.68% |
| Schwab $500,000–$999,999.99 | 0.65% |
| Schwab $1,000,000–$1,999,999.99 | 0.55% |
| Schwab $2,000,000–$3,999,999.99 | 0.47% |
| Schwab $4,000,000–$5,999,999.99 | 0.40% |
| Schwab $6,000,000 and above | — |
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Weinand Financial, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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