Weaver C. Barksdale & Associates Review

What financial services does Weaver C. Barksdale & Associates offer?

As a financial advisory firm, also known as a Registered Investment Advisor (RIA), Weaver C. Barksdale & Associates can provide a variety of financial planning services for Americans. The goal of a financial advisor is to review your personal finances and work with you to achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan. Financial advisors focus primarily on money management, including investments like stocks, ETFs, and mutual funds.

Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance. 

Where is Weaver C. Barksdale & Associates headquartered? Which states do its financial advisors serve?

Weaver C. Barksdale & Associates is headquartered in Nashville, TN. Weaver C. Barksdale & Associates offers financial advisor services in 9 states: Florida, Illinois, Louisiana, New Jersey, New York, North Carolina, Pennsylvania, Tennessee, Texas.

What is the average client balance at Weaver C. Barksdale & Associates?

While Weaver C. Barksdale & Associates advises clients across a variety of portfolio sizes, the average client balance is currently $44,115,996. In total, Weaver C. Barksdale & Associates manages $3,882,207,695 in assets.

How much does Weaver C. Barksdale & Associates charge for its advisory services?

Unfortunately, there is no single, uniform pricing standard for working with a financial advisor. Catchphrases, including "fee-only," can be helpful; however, Americans often get confused with competitors promoting "fee-based" in response.

Ultimately, to understand the underlying costs of advisory services, we always recommend asking for an itemized fees breakdown. Reading the firm's ADV Part 2 Brochure (Item 5, "Fees and Compensation") is another option, albeit more time-intensive and nuanced (trust us, we have read thousands).

What is the historical performance of Weaver C. Barksdale & Associates?

Fun Fact: No regulator currently tracks portfolio performance metrics for the financial planning industry. Remember, the financial plan your financial advisor creates with you will always be unique to your personal financial situation. That's the value of working with a financial advisor.

Can I write a review of Weaver C. Barksdale & Associates or file a complaint?

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