Peter Weiss
Modus Advisors · Excelsior, Minnesota
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.
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Specialties
Facts
| Firm | Modus Advisors |
|---|---|
| Based in | Excelsior, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $601.1M across 1,500 accounts |
| SEC registration | Investment adviser representative in MN · CRD 7878902 |
| Exams passed | Series 65 (2024) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.modusadvisors.com |
How Peter's firm compares
- Modus Advisors's average account is about $401,000, from its Form ADV (assets managed divided by 1,500 accounts).
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Questions about Peter
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Excelsior
Other advisors in Minnesota who focus on retirement planning
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
- Modus Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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