FAQS

Weatherby Capital provides Investment Advisory Services, Financial Planning, and Non-Securities Business and Consulting Services

Weatherby Capital is located in the Northlands of Kansas City, Missouri.

Using virtual meeting spaces and encrypted file storage and trading platforms, we services clients across the country.

Two ways! One, we don’t sell commissioned products – we are a fee only financial advisory service. Two, and most import –  Our priorities differ from those of large investment firms. Our focus is, and always will be, building and maintaining meaningful relationships with our clients.

 We work with mid-career, career changers, semi-retired, retired, and small business owners.                                                                                                                 

Financial planning is the examination of a client’s taxes, cash flow, budget, estate plan, protection tools, and goals followed with recommendations to achieve those goals in the most efficient and profitable way possible. Understanding the client’s current financial situation is the starting point for all investment advice.

Yes! No matter where you are on the retirement journey, we can help you clearly define and achieve your retirement goals.

We can. While we can analyze your current budget and personal finances and make recommendations to more effectively use your money.

I typical financial plan comprises several meetings, each with a different purpose and output. These meetings include: a discovery meeting, a get organized meeting, plan development, presentation meeting, recommendations and implementation, and update and review meetings.

This is dependent on the scope of financial planning the client wishes to pursue. A year of ongoing support is included in most financial plans.

Absolutely!! Together we will build an investment policy statement that will outline your investment objectives.

We manage investments directly.

• For investment advisory services we require a minimum of $500,000 in cash or securities.
• For financial planning, there isn’t an asset minimum.

All investments involve some degree of risk. We use a combination of fundamental and technical analysis to manage and mitigate volatility, inflation, interest rate, liquidity, and business risks. For details, please refer to page 8 of the Weatherby Capital, LLC brochure.

Investments are monitored daily and rebalanced according to your investment policy statement on a quarterly basis. Your investment policy statement is reviewed and amended no less than annually.

To get started, simply schedule an appointment by following the link to our scheduling page: SCHEDULE AN APPOINTMENT

The first meeting is a discovery meeting. No hassle, no sales pitch. Just a conversation to see if we are a good fit to work with each other.

• Investment Advisory services start at 1% of assets under management (AUM). 
• Financial planning starts are $3500 – $15,000 based on complexity.

Every client is unique. Not everyone needs or wants a comprehensive financial plan. For those requiring a one-time consultation we offer an hourly rate of $250 an hour.