Jason Abruzere
Weyhill Investment Counsel · Bethlehem, Pennsylvania
Jason Abruzere is a fee-only financial advisor at Weyhill Investment Counsel in Bethlehem, Pennsylvania. Jason charges hourly fees and a one-time planning fee ($250 an hour and 0.3%–1.25% a year of assets managed) and focuses on retirement planning, tax planning and small business owners.
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Specialties
Who they serve
- Founders
- Retirees
- Early-career professionals
Facts
| Firm | Weyhill Investment Counsel |
|---|---|
| Based in | Bethlehem, Pennsylvania |
| Fee model | Hourly · One-time planning fee |
| Fees (firm's website) | $250 an hour · 0.3%–1.25% a year of assets managed |
| Assets under management | $35.3M across 72 accounts |
| SEC registration | Investment adviser representative in FL, NJ, PA · CRD 4121049 |
| Exams passed | Series 63 (2000) · Series 65 (2002) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.weyhilladvisors.com |
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Questions about Jason
Is Jason Abruzere a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Weyhill Investment Counsel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason charges hourly fees and a one-time planning fee.
How much does Jason charge?
According to Weyhill Investment Counsel's website, checked October 30, 2026: $250 an hour; 0.3%–1.25% a year of assets managed.
Where is Jason Abruzere based?
Jason Abruzere is based in Bethlehem, Pennsylvania.
What does Jason specialize in?
Jason's specialties include retirement planning, tax planning and small business owners. Jason works with founders, retirees and early-career professionals.
Is Jason Abruzere registered with the SEC?
Yes. Jason Abruzere is registered as an investment adviser representative in FL, NJ and PA (CRD 4121049), 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 Weyhill Investment Counsel manage?
Weyhill Investment Counsel reports $35.3M across 72 accounts in assets under management.
How do I contact Jason Abruzere?
Through Jason's website, www.weyhilladvisors.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
- Weyhill Investment Counsel 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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