# Philip Weiss

> Philip Weiss is a fee-only financial advisor at Apprise Wealth Management LLC in Phoenix, Maryland, who holds the CFA and CPA credentials. Philip charges a percentage of assets, a flat fee or retainer and an ongoing planning fee (ongoing planning from $8,000 a year and 1.25% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/philip-weiss/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Apprise Wealth Management LLC
- **Based in:** Phoenix, Maryland
- **Fee model:** Percentage of assets; Flat fee or retainer; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $8,000 a year; 1.25% a year on the first tier of assets managed; typically works with clients with $500,000 or more
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $105.4M across 305 accounts
- **Credentials:** CFA, CPA
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Divorce financial planning
- **Works with:** Mid-life transitions, Divorced individuals, Retirees
- **CRD:** 4619842 (https://adviserinfo.sec.gov/individual/summary/4619842)
- **SEC registration:** Investment adviser representative in MD, NJ, NY, PA, TX, VA
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://apprisewealth.com

## Frequently asked questions

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

Yes. Philip Weiss is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Philip's firm.

### How does Philip charge for financial advice?

Philip charges a percentage of assets, a flat fee or retainer and an ongoing planning fee.

### How much does Philip charge?

According to Apprise Wealth Management LLC's website, checked October 28, 2026: ongoing planning from $8,000 a year; 1.25% a year on the first tier of assets managed; typically works with clients with $500,000 or more.

### Does Philip work with clients virtually?

Yes. Apprise Wealth Management LLC says on its website that it works with clients remotely.

### Where is Philip Weiss based?

Philip Weiss is based in Phoenix, Maryland.

### What does Philip specialize in?

Philip's specialties include retirement planning, tax planning, estate & legacy planning and divorce financial planning. Philip works with mid-life transitions, divorced individuals and retirees.

### What credentials does Philip Weiss hold?

Philip Weiss holds the CFA and CPA credentials.

### Is Philip Weiss registered with the SEC?

Yes. Philip Weiss is registered as an investment adviser representative in MD, NJ, NY, PA, TX and VA (CRD 4619842), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Apprise Wealth Management LLC manage?

Apprise Wealth Management LLC reports $105.4M across 305 accounts in assets under management.

### How do I contact Philip Weiss?

Through Philip's website, apprisewealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/39736): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://apprisewealth.com/): specialties, clients served, and fees, checked October 28, 2026

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