Neal
Weaver

Leafhouse Financial Advisors, LLC

CRD#2971832
Investment Advisor
in Austin, TX

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About this Advisor

Neal Weaver is a financial advisor operating in Austin, Texas who has 13 years of industry experience. Weaver is an advisor for Leafhouse Financial Advisors, LLC. Their career trajectory has included roles at Leafhouse Financial Group, LLC, Leafhouse Financial Advisors, LLC and Cambria Capital, LLC. Weaver maintains a Series 63 license, qualifying them as a securities broker, and is registered to advise clients in Louisiana and Texas. Leafhouse Financial Advisors, LLC is a registered investment firm operating out of Austin, TX. It controls $13 billion in assets between its 2,742 customer accounts, placing it among the largest firms in the country by assets under management. Of its 2,742 client accounts, just 1% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Leafhouse Financial Advisors, LLC provides a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules usually depend on which services are offered. Fees billed by Leafhouse Financial Advisors, LLC can include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6504 Bridgepoint Parkway Suite 450
Austin, TX 78730

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Leafhouse Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$13,326,314,982

TX Average: $3,042,739,679
Total Number of Employees

21

TX Average: 49
Total Number of Accounts

2,742

TX Average: 2,315
Average Account Size

$4,860,071

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Neal Weaver Work History

Neal has been registered as a financial advisor for 13 years.*

2022 - Present (2 years)

Leafhouse Financial Advisors, LLC

2010 - Present (14 years)

Cambria Capital, LLC

2009 - Present (15 years)

Leafhouse Financial Advisors, LLC

2008 - Present (16 years)

Leafhouse Financial Group, LLC

*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 Neal 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 Leafhouse Financial Advisors, LLC

Wesley Schevers
Austin, TX
Michael Garberich
Austin, TX
Alexis Miller
Austin, TX
Todd Kading
Austin, TX
Neal Weaver
Austin, TX

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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