Weikart Advisory Services LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,862,036
Clients
9
11% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
9
LowAverage account size
$429,115
About
Weikart Advisory Services LLC is a single‑advisor independent registered investment adviser that provides investment supervisory and portfolio management services, managed accounts, and financial planning to individuals, high‑net‑worth clients, business owners, small employer retirement plans, and trusts. The firm reports approximately $3.86 million in assets under management across nine client accounts and generally charges advisory fees based on assets under management while also offering standalone financial planning engagements.
The firm predominantly operates on a non‑discretionary basis: clients complete an investment profile and approve portfolio designs and each trade before execution, and accounts are executed and custodied through the Altruist brokerage platform and Model Marketplace. Weikart Advisory Services uses investment policy statements and model portfolios (including third‑party and custom models), provides at least quarterly account reporting, and contacts clients at least annually or more often as requested to review objectives and performance.
Notable distinctions from many peers include the advisor’s ability to sell insurance and fixed or fixed‑indexed annuity products and to receive commissions for such sales, a practice the brochure discloses alongside its fee programs. The brochure also discloses the firm’s participation in Altruist support, Model Marketplace, and Match programs that provide platform benefits and referral/compensation arrangements — features that the firm notes may create platform‑related incentives and are disclosed as potential conflicts of interest.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Concentrated stock management
Occupation focus
Founder/Business Owner
Retired
Fee options
Financial planning flat fees range from $1,400 to $37,800 depending on net worth and complexity, negotiable
$100,000 - $500,000: 1.50% $500,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $20,000,000: 0.45% $20,000,001 - $30,000,000: 0.35% $30,000,001+: 0.25%
Commissions may be charged on securities and insurance products sold through Investment Advisor Representatives under separate agreements; commissions do not offset advisory fees.
Up to $400 per hour for financial planning services, negotiable depending on complexity
Monthly fees for participation in Altruist One program; fees vary and may be absorbed by WAS LLC or passed to clients
Account minimum: $50,000 (may be reduced to $10,000 subject to approval and at Advisor's discretion)
Main office location
Weikart Advisory Services LLC
Camas WA, United States
Number of offices
1
Most active in
Weikart Advisory Services LLC has reported serving >5 clients in these states in the last 12 months.
Oregon · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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