Hannah
Weaver
Perspective Wealth Partners, LLC
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About this Advisor
Hannah Weaver is a certified financial planner operating in Boise, Idaho. Weaver currently works for Perspective Wealth Partners, LLC. Weaver has gained experience at Dimensional Fund Advisors, Ernst & Young, The University Of Texas At Austin, Skidmore College - Office Of Residential Life, Skidmore College - Dining Hall, Skidmore College - Lucy Scribner Library, Uno Chicago Grill, Moore & Company, Chesapeake Counseling & Psychological Services, Unemployed - Student, Student - Unemployed and Perspective Wealth Partners, LLC. Weaver has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Idaho. Perspective Wealth Partners, LLC is a registered investment firm that has its headquarters in Boise, ID. The investment advisory business has a total of seven financial advisors. It has $501 million in assets under management among its 256 client accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm serves 10 charities and foundations. Of its 256 client accounts, 47% are associated with high-net-worth clients who have greater than $1 million in investable assets. The company performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules are based on the type of services offered. However, fees charged by Perspective Wealth Partners, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Perspective Wealth Partners, LLC Brokerage Details
$501,239,401
7
256
$1,957,966
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Hannah Weaver Work History
Hannah has been registered as a financial advisor for 0 years.*
Perspective Wealth Partners, LLC
Dimensional Fund Advisors
Ernst & Young
Unemployed - Student
The University Of Texas At Austin
Student - Unemployed
Skidmore College - Lucy Scribner Library
Moore & Company
Skidmore College - Office Of Residential Life
Chesapeake Counseling & Psychological Services
Skidmore College - Dining Hall
Uno Chicago Grill
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Hannah Weaver to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Perspective Wealth Partners, LLC
Boise, ID
Boise, ID
Boise, ID
Boise, ID
Boise, ID
Boise, ID
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.