Brian Voss
Voss Wealth Management · Endicott, New York
Brian Voss is a fee-only financial advisor at Voss Wealth Management in Endicott, New York. Brian focuses on retirement planning and tax planning. Voss Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Voss Wealth Management |
|---|---|
| Based in | Endicott, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $93.9M across 148 accounts |
| SEC registration | Investment adviser representative in NY · CRD 4599415 |
| Exams passed | Series 63 (2002) · Series 65 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.vosswealth.com |
| Profile |
How Brian's firm compares
- Voss Wealth Management's average account is about $634,000, from its Form ADV (assets managed divided by 148 accounts).
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Questions about Brian
Is Brian Voss a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Voss Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Voss Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Brian Voss based?
Brian Voss is based in Endicott, New York.
What does Brian specialize in?
Brian's specialties include retirement planning and tax planning. Brian works with retirees and pre-retirees.
Is Brian Voss registered with the SEC?
Yes. Brian Voss is registered as an investment adviser representative in NY (CRD 4599415), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Voss Wealth Management manage?
Voss Wealth Management reports $93.9M across 148 accounts in assets under management.
How do I contact Brian Voss?
Through Brian's website, www.vosswealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Voss Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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