# Keith Weiss

> Keith Weiss is a fee-only financial advisor at Weiss Financial Group in Mahopac, New York. Weiss Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Weiss Financial Group
- **Based in:** Mahopac, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $90.0M across 249 accounts
- **CRD:** 5280763 (https://adviserinfo.sec.gov/individual/summary/5280763)
- **SEC registration:** Investment adviser representative in CT, NY, TX
- **Exams passed:** Series 66 (2008)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://monkeybizness.blog/

## Frequently asked questions

### Is Keith Weiss a fee-only financial advisor?

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

### How does Keith charge for financial advice?

Keith's firm, Weiss Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Keith Weiss based?

Keith Weiss is based in Mahopac, New York.

### Is Keith Weiss registered with the SEC?

Yes. Keith Weiss is registered as an investment adviser representative in CT, NY and TX (CRD 5280763), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Weiss Financial Group manage?

Weiss Financial Group reports $90.0M across 249 accounts in assets under management.

### How do I contact Keith Weiss?

Through Keith's website, monkeybizness.blog.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5280763): 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.