# Jeffrey Weiand

> Jeffrey Weiand is a fee-only financial advisor at RTD Financial Advisors in Philadelphia, Pennsylvania, who holds the CFP credential. RTD Financial Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jeffrey-weiand/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** RTD Financial Advisors
- **Based in:** Philadelphia, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $2.72B across 3,093 accounts
- **Credentials:** CFP
- **CRD:** 1414639 (https://adviserinfo.sec.gov/individual/summary/1414639)
- **SEC registration:** Investment adviser representative in NJ, PA
- **Exams passed:** Series 63 (1986)
- **Firm size:** 39 employees
- **Disclosures:** None reported
- **Website:** http://www.rtdfinancial.com

## Frequently asked questions

### Is Jeffrey Weiand a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and RTD Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jeffrey charge for financial advice?

Jeffrey's firm, RTD Financial Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Jeffrey Weiand based?

Jeffrey Weiand is based in Philadelphia, Pennsylvania.

### What credentials does Jeffrey Weiand hold?

Jeffrey Weiand holds the CFP credential.

### Is Jeffrey Weiand registered with the SEC?

Yes. Jeffrey Weiand is registered as an investment adviser representative in NJ and PA (CRD 1414639), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does RTD Financial Advisors manage?

RTD Financial Advisors reports $2.72B across 3,093 accounts in assets under management.

### How do I contact Jeffrey Weiand?

Through Jeffrey's website, www.rtdfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1414639): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.