Weinand Financial provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, educational seminars, divorce planning, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 251–500 clients last fiscal year.
Weinand Financial reports 438 clients. They include 270 individual clients, 167 high-net-worth individuals and 1 pension or profit-sharing plan. Of its assets, 98.9% ($604M across 2,239 accounts) are managed with discretion; $6.6M across 7 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 62% | 33% |
| High-net-worth individuals | 38% | 66% |
| Pension and profit-sharing plans | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 270 | $202M | 33.1% | $749K |
| High-net-worth individuals | 167 | $405M | 66.4% | $2.43M |
| Pension and profit-sharing plans | Fewer than 5 | $3.17M | 0.5% | $3.17M |
| Total | 438 | $610M | 100% | — |
- Clients
- 270
- Regulatory AUM
- $202M
- AUM share
- 33.1%
- Avg. per client
- $749K
- Clients
- 167
- Regulatory AUM
- $405M
- AUM share
- 66.4%
- Avg. per client
- $2.43M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.17M
- AUM share
- 0.5%
- Avg. per client
- $3.17M
Total
- Clients
- 438
- Regulatory AUM
- $610M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Weinand Financial is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Educational Seminars
- Educational seminars carry a fixed registration fee ranging from $50 to $125.
- Financial Planning and Consulting
- Financial planning and consulting engagements are charged fixed fees of $2,500 to $7,500, or hourly fees of up to $500 per hour.
- Retirement Plan Consulting
- Retirement plan consulting is charged as fixed annual fees or as an annual percentage of plan assets, typically 0.20% to 1.00% a year.
Michael Weinand owns 75% or more of Weinand Financial. The leadership team of Weinand Financial includes President Michael Weinand. It has 5 employees, 1 of them in advisory roles.
Staff
- 5 employees
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Weinand Financial, Inc.
Michael Weinand
Control person · since January 2006
Weinand Financial’s regulatory assets grew from $443M (March 2024) to $610M (March 2026); clients were 438 in both filings and employees rose from 4 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $610M | 438 | 5 | 1 |
| Mar 2025March 2025 | $504M | 459 | 5 | 1 |
| Mar 2024March 2024 | $443M | 452 | 4 | 1 |
Besides its headquarters, Weinand Financial has 0 offices, with 1 listed address in 1 state.
Washington · 1 listed address
- 8120 Freedom Lane Ne, Ste 101, LaceyHQ
Contact and registration details
- Legal name
- Weinand Financial, Inc.
- Headquarters
- 8120 Freedom Lane Ne, Ste 101, Lacey, WA 98516-4704
- Website
- weinand.us
- Phone
- 360-459-4847
- SEC file
- 801-129080
- Founded
- 2006
- Structure
- Washington corporation
- Fiscal year end
- December
Weinand Financial’s named custodians for separately managed accounts are Capital Client Group ($466M, 76%) and Charles Schwab ($145M, 24%). Weinand Financial does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $145M24%
- Capital Client GroupCapital Client Group, Inc. · Indianapolis, IN · $466M76%
At year end, Weinand Financial’s separately managed accounts were mostly in funds (96%).
What the accounts hold
- Stocks2%
- Funds96%
- Cash2%
How many clients does Weinand Financial have?
Weinand Financial has 438 clients and manages $610 million for them, as of March 2026. They include 270 individual clients, 167 high-net-worth individuals and 1 pension or profit-sharing plan.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Weinand Financial offer?
Weinand Financial provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, educational seminars, divorce planning, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Weinand Financial use?
Weinand Financial’s separately managed account assets are held at Capital Client Group, Inc. (Indianapolis, IN), with $466M and Charles Schwab & Co., Inc. (Westlake, TX), with $145M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Weinand Financial have?
Weinand Financial has 1 investment adviser representative registered with state securities authorities, out of 5 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Weinand Financial invest in?
At the end of its last fiscal year, Weinand Financial’s separately managed accounts held 96% registered funds (mutual funds, ETFs, BDCs), 2% exchange-traded equities and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Weinand Financial?
Weinand Financial’s direct owner is Michael Weinand (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Weinand Financial get paid?
Weinand Financial is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Weinand Financial?
Weinand Financial’s main office is at 8120 Freedom Lane Ne, Ste 101, Lacey, WA 98516-4704. Its phone number is 360-459-4847. Its website is weinand.us.