Keith Weiss
Weiss Financial Group · Mahopac, New York
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.
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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 | $90.0M across 249 accounts |
| SEC registration | Investment adviser representative in CT, NY, TX · CRD 5280763 |
| Exams passed | Series 66 (2008) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | monkeybizness.blog |
How Keith's firm compares
- Weiss Financial Group's average account is about $362,000, from its Form ADV (assets managed divided by 249 accounts).
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Questions about Keith
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.
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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