Jeffrey Weiand
RTD Financial Advisors · Philadelphia, Pennsylvania
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.
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Facts
| Firm | RTD Financial Advisors |
|---|---|
| Based in | Philadelphia, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.72B across 3,093 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ, PA · CRD 1414639 |
| Exams passed | Series 63 (1986) |
| Firm size | 39 employees |
| Disclosures | None reported |
| Website | www.rtdfinancial.com |
How Jeffrey's firm compares
- RTD Financial Advisors's average account is about $881,000, from its Form ADV (assets managed divided by 3,093 accounts).
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Questions about Jeffrey
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Philadelphia
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
- 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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