Weaver Consulting Group, LLC

Weaver Consulting Group, LLC, a registered investment adviser established in May 2017, offers financial planning, consulting, and investment management services. The firm, owned by Jason Weaver and Travis Weaver, had $646,453,103.00 in assets under management as of December 2022. Services include education planning, retirement planning, and investment planning. Clients have discretion over decisions and are not obligated to act on recommendations. Investment portfolios are managed on a discretionary basis, primarily allocating assets among mutual funds, individual securities, and ETFs. The firm follows a holistic asset allocation strategy, combining fundamental and quantitative analysis to manage risk and deliver attractive risk-adjusted returns. Weaver Consulting Group acts as a fiduciary, obligated to act in clients' best interests. Fees are charged based on assets under management, ranging from 0.20% to 1.50%. The firm may receive benefits from Fidelity for software and support. Clients receive regular account statements and reports. The firm does not provide compensation for client referrals and generally does not vote on client securities. Weaver Consulting Group maintains a Code of Ethics and has no disciplinary events. Clients have the option to direct brokerage and may impose limitations on investment discretion.