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Advisors / Pennsylvania / Blue Bell
21yrs

Michael Weber

Financial advisor at Blue Bell Private Wealth Management

Michael Weber has worked in the financial industry for 21 years and is a fiduciary financial advisor based in Blue Bell, Pennsylvania. After a year at Bluesphere Advisors and a year at Your Planning Partner, Michael joined Blue Bell Private Wealth Management in 2021, a firm offering financial planning and investment management. Michael holds the CFP® designation.

One of 178 advisors with offices in Blue Bell, and one of 160 fiduciaries.

Blue Bell, PA 19422CFP®Fiduciary advisor
Call the officeDirections

At a glance

Experience21 years (since 2005)
How that compares ?More experience than 64% of advisors at Blue Bell Private Wealth Management
OfficeBlue Bell Executive Campus 470 Norristown Road, Suite 305, Blue Bell, PA 19422
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.39 million
Advisors at the firm11
States licensed ?1 state

Services through Blue Bell Private Wealth Management

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. 2021 – now
  2. Oct 2020 – Jun 2021
  3. Aug 2019 – Sep 2020
  4. 2016 – 2019
  5. Jan 2016 – Jun 2016
  6. Apr 2015 – Dec 2015
  7. 2005 – 2015

Questions to ask Michael

Tailored to Michael’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Michael

How do I contact Michael?

Call Blue Bell Private Wealth Management at (610) 825-3540 and ask for Michael Weber. Michael works from the Blue Bell, PA office.

How long has Michael been a financial advisor?

Michael has been in the industry since 2005, about 21 years. More experience than 64% of advisors at Blue Bell Private Wealth Management.

What licenses does Michael hold?

Series 66. Tap any license on this page to see what it allows.

Is Michael a fiduciary?

Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Michael paid?

Blue Bell Private Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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