Philip Weiss
Apprise Wealth Management LLC · Phoenix, Maryland
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.
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Specialties
Who they serve
- Mid-life transitions
- Divorced individuals
- Retirees
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 |
| Accepting new clients | Yes |
| Assets under management | $105.4M across 305 accounts |
| Credentials | CFA · CPA |
| SEC registration | Investment adviser representative in MD, NJ, NY, PA, TX, VA · CRD 4619842 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | apprisewealth.com |
| Profile |
How Philip's firm compares
- Ongoing planning starts at $8,000 a year, above the Maryland median of $3,800 for fee-only firms that publish prices.
- Apprise Wealth Management LLC's average account is about $345,000, from its Form ADV (assets managed divided by 305 accounts).
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Questions about Philip
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Maryland
Other advisors in Maryland who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Apprise Wealth Management LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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