Weikart Advisory Services LLC

Overview

Weikart Advisory Services LLC is a small, independent registered investment adviser operating as a limited liability company that focuses on individual and family clients. The firm combines financial planning with portfolio management for individuals and small businesses and also offers selection of other advisers. It functions as an insurance broker in addition to its advisory work and identifies itself as a capital allocator, which indicates it places client assets with third-party managers when appropriate. Investment activity is equity‑tilted: the adviser shows a strong preference for exchange‑traded equities as the primary building block of client portfolios. The business model emphasizes advisory and planning services delivered through a mix of fee structures — percentage of AUM, hourly charges, fixed fees, and commissions — rather than relying solely on one billing method. The firm does not position itself as an ESG investor and is not registered as a multi‑state adviser.

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