Wiegand Financial Group
- Company typePrivate
- Founded1985
- HeadquartersMercer Island, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
Wiegand Financial Group firmographics
Firmographics- Name
- Wiegand Financial Group
- Legal name
- Wiegand Financial Group
- Website
- https://wiegandfinancial.com
- Company type
- Private
- Founded year
- 1985
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Wiegand Financial Group industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning–Led RIAs (FSAAACAB)
- akta.pro secondary industries
- Comprehensive Financial Planning (FSAEAAAA), Retirement Plan Participant Advice & Managed Accounts (FSAEABAF)
Keywords
Where Wiegand Financial Group is headquartered
LocationHeadquarters
- HQ city
- Mercer Island
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Wiegand Financial Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Distribution channels1 record
Marketing channels1 record
Wiegand Financial Group product offering
Product offeringCore offering
Wiegand Financial Group is a Certified Financial Planner practice that delivers personalized financial planning, investment management, retirement planning, and wealth management services to individual clients. Securities and advisory services are offered through Commonwealth Financial Network, a Registered Investment Adviser and FINRA/SIPC member broker-dealer, while fixed insurance products and services are offered separately and not through Commonwealth.
Product overview
Wiegand Financial Group is a financial advisory firm that provides investment management and financial planning services to clients. The firm operates through a partnership with Commonwealth Financial Network, a Registered Investment Adviser and broker-dealer (Member FINRA/SIPC), through which it offers securities and advisory services. Fixed insurance products and services are offered separately. The firm is not currently accepting new accounts without referral from existing clients and serves residents of specific states where its advisors are properly registered or licensed.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Comprehensive Certified Financial Planner (CFP)-led financial planning for individual clients, covering goal setting, budgeting, and holistic financial strategy. Delivered by CFP-certified professionals at the Mercer Island, WA office.
- Investment Management Investment advisory and portfolio management services for individual clients, with securities services offered through Commonwealth Financial Network (Member FINRA/SIPC), a Registered Investment Adviser.
- Wealth Management Comprehensive wealth management services for individual clients, integrating investment management, financial planning, and retirement planning under a single advisory relationship.
- Retirement Planning Retirement-focused financial planning for individual clients, including accumulation, income planning, and retirement strategy delivered by CFP-certified professionals.
Companies that use Wiegand Financial Group
Customer profileIdeal customer profiles1 record
Wiegand Financial Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Wiegand Financial Group partnerships and signals
Strategic signalRecent moves3 records
Wiegand Financial Group competitors and assessment
Company assessmentRegional players
- Fisher Investments: Large Pacific-Northwest-based investment manager headquartered in Camas, WA, offering discretionary portfolio management to HNW and institutional clients. Comparable to Wiegand as a Washington-state asset manager serving affluent clients, but operates at substantially greater scale and focuses on pooled money management rather than household-level financial planning.
Direct peers
- Brighton Jones: Seattle-based, fee-only RIA providing comprehensive financial planning, investment management, and tax services to HNW households. Closest direct peer to Wiegand given overlapping Pacific Northwest geography, CFP-led planning model, and household-level wealth advisory focus.
- Mariner Wealth Advisors: National independent RIA providing comprehensive financial planning, investment management, tax and estate services to HNW and ultra-HNW clients. Comparable in CFP-led, planning-centric model and HNW target market, but operates a multi-office national footprint rather than a single-location boutique practice.
Broad incumbents
- Edward Jones: National retail financial advisory franchise with thousands of local branch offices providing investment advisory and financial planning to mass-affluent and HNW clients. Comparable to Wiegand in core service offering (planning + investment management) but operates at vastly greater scale with a captive referral engine and proprietary technology stack.
- Baird: Employee-owned wealth management, investment banking, and asset management firm with a large retail advisor network serving individuals and families. Directly comparable in client segment (HNW households) and core offering (planning + investment management), but with national scale and dedicated in-house research and capital markets capabilities.
- Ameriprise Financial: Large diversified financial services company whose independent advisor channel (Ameriprise Financial Advisors) delivers financial planning, investment management and insurance to households. Comparable in product mix and CFP-driven planning model, but operates at national scale with captive product and technology infrastructure.
- LPL Financial: Largest independent broker-dealer and RIA custodian in the U.S., supporting thousands of independent advisors with compliance, custody, technology and research infrastructure. Directly comparable to Wiegand's Commonwealth Financial Network affiliation in that it serves the same independent CFP-led RIA segment, and competes for the same advisor recruiting pipeline.
- Charles Schwab Wealth Advisory: Hybrid wealth management offering from Charles Schwab combining dedicated advisors, Schwab research, and institutional portfolio construction for HNW households. Comparable in serving planning-driven HNW clients, but competes with Wiegand primarily via scale, integrated custody, and lower fee tier on passive allocations.
- Cetera Financial Group: Major independent broker-dealer and RIA platform supporting thousands of independent financial advisors with compliance, technology and product infrastructure. Directly comparable to Commonwealth Financial Network as a host platform for the same independent CFP-led RIA segment.
- Cambridge Investment Research: Large independent broker-dealer and RIA platform providing compliance, custody, technology, and practice management support to independent financial advisors. Comparable to Wiegand's Commonwealth affiliation as a competing host platform for CFP-led independent advisory practices.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Wiegand Financial Group social profiles
Digital presenceWiegand Financial Group compliance and trust
Trust signalCompliance2 records
Wiegand Financial Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Wiegand Financial Group leadership team
Management profileNumber of profiles
Profiles3 records
Wiegand Financial Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Wiegand Financial Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Wiegand Financial Group
What does Wiegand Financial Group do?
Wiegand Financial Group is a Certified Financial Planner practice that delivers personalized financial planning, investment management, retirement planning, and wealth management services to individual clients. Securities and advisory services are offered through Commonwealth Financial Network, a Registered Investment Adviser and FINRA/SIPC member broker-dealer, while fixed insurance products and services are offered separately and not through Commonwealth.
Is Wiegand Financial Group a public or private company?
Wiegand Financial Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Wiegand Financial Group founded?
Wiegand Financial Group was founded in 1985. It employs 11 to 50 people.
Where is Wiegand Financial Group based?
Wiegand Financial Group is headquartered in Mercer Island, United States, in the North America region.
Who are Wiegand Financial Group's main competitors?
Fisher Investments is listed as a regional player. Direct peers are Brighton Jones and Mariner Wealth Advisors. Broad incumbents are Edward Jones, Baird, Ameriprise Financial, LPL Financial, Charles Schwab Wealth Advisory, Cetera Financial Group and Cambridge Investment Research.
Does Wiegand Financial Group have an API?
No public API is recorded for Wiegand Financial Group.
What industry is Wiegand Financial Group in?
Wiegand Financial Group's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAEAAAA, Comprehensive Financial Planning. Its NAICS code is 523940 and its SIC code is 6282.