Debra Neiman
Neiman & Associates Financial Services · Watertown, Massachusetts
Debra Neiman is a fee-only financial advisor at Neiman & Associates Financial Services in Watertown, Massachusetts, who holds the CFP credential. Debra charges a percentage of assets and a one-time planning fee and focuses on sustainable & impact investing, tax planning and retirement planning.
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Specialties
Who they serve
- Mid-life transitions
Facts
| Firm | Neiman & Associates Financial Services |
|---|---|
| Based in | Watertown, Massachusetts |
| Fee model | Percentage of assets · One-time planning fee |
| Assets under management | $37.0M across 92 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 2754473 |
| Exams passed | Series 63 (1996) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | neimanonline.com |
| Profile |
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Questions about Debra
Is Debra Neiman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Debra holds no broker registration, and Neiman & Associates Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Debra charge for financial advice?
Debra charges a percentage of assets and a one-time planning fee.
Where is Debra Neiman based?
Debra Neiman is based in Watertown, Massachusetts.
What does Debra specialize in?
Debra's specialties include sustainable & impact investing, tax planning, retirement planning and estate & legacy planning. Debra works with mid-life transitions.
What credentials does Debra Neiman hold?
Debra Neiman holds the CFP credential.
Is Debra Neiman registered with the SEC?
Yes. Debra Neiman is registered as an investment adviser representative in MA (CRD 2754473), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Neiman & Associates Financial Services manage?
Neiman & Associates Financial Services reports $37.0M across 92 accounts in assets under management.
How do I contact Debra Neiman?
Through Debra's website, neimanonline.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
- Neiman & Associates Financial Services 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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