John Wieder
Wieder Financial · Yonkers, New York
John Wieder is a fee-only financial advisor at Wieder Financial in Yonkers, New York, who holds the CFP credential. Wieder Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Wieder Financial |
|---|---|
| Based in | Yonkers, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $5.5M across 2 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 5652817 |
| Exams passed | Series 66 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
How John's firm compares
- Wieder Financial's average account is about $2.7 million, from its Form ADV (assets managed divided by 2 accounts).
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Questions about John
Is John Wieder a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Wieder Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Wieder Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is John Wieder based?
John Wieder is based in Yonkers, New York.
What credentials does John Wieder hold?
John Wieder holds the CFP credential.
Is John Wieder registered with the SEC?
Yes. John Wieder is registered as an investment adviser representative in NY (CRD 5652817), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wieder Financial manage?
Wieder Financial reports $5.5M across 2 accounts in assets under management.
How do I contact John Wieder?
Contact details aren't on file yet. Search for Wieder Financial.
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
- 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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