# Peter Weiss

> Peter Weiss is a fee-only financial advisor at Modus Advisors in Excelsior, Minnesota. Peter focuses on retirement planning, tax planning and estate & legacy planning. Modus Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/peter-weiss/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Modus Advisors
- **Based in:** Excelsior, Minnesota
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $601.1M across 1,500 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **CRD:** 7878902 (https://adviserinfo.sec.gov/individual/summary/7878902)
- **SEC registration:** Investment adviser representative in MN
- **Exams passed:** Series 65 (2024)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.modusadvisors.com/

## Frequently asked questions

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

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

### How does Peter charge for financial advice?

Peter's firm, Modus Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Peter Weiss based?

Peter Weiss is based in Excelsior, Minnesota.

### What does Peter specialize in?

Peter's specialties include retirement planning, tax planning and estate & legacy planning.

### Is Peter Weiss registered with the SEC?

Yes. Peter Weiss is registered as an investment adviser representative in MN (CRD 7878902), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Modus Advisors manage?

Modus Advisors reports $601.1M across 1,500 accounts in assets under management.

### How do I contact Peter Weiss?

Through Peter's website, www.modusadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7878902): 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
- The firm's website (https://www.modusadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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