Roy Weisert
Weisert Investment Services · Virginia Beach, Virginia
Roy Weisert is a fee-only financial advisor at Weisert Investment Services in Virginia Beach, Virginia, who holds the CFP credential. Roy charges a percentage of assets (2% a year on the first tier of assets managed).
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Facts
| Firm | Weisert Investment Services |
|---|---|
| Based in | Virginia Beach, Virginia |
| Fee model | Percentage of assets |
| Fees (firm's website) | 2% a year on the first tier of assets managed |
| Assets under management | $1.5M across 30 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 2255515 |
| Exams passed | Series 63 (1992) · Series 65 (1993) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.weisertinvestments.com |
| Profile |
How Roy's firm compares
- Weisert Investment Services's average account is about $50,000, from its Form ADV (assets managed divided by 30 accounts).
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Questions about Roy
Is Roy Weisert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Roy holds no broker registration, and Weisert Investment Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Roy charge for financial advice?
Roy charges a percentage of assets.
How much does Roy charge?
According to Weisert Investment Services's website, checked October 30, 2026: 2% a year on the first tier of assets managed.
Where is Roy Weisert based?
Roy Weisert is based in Virginia Beach, Virginia.
What credentials does Roy Weisert hold?
Roy Weisert holds the CFP credential.
Is Roy Weisert registered with the SEC?
Yes. Roy Weisert is registered as an investment adviser representative in VA (CRD 2255515), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Weisert Investment Services manage?
Weisert Investment Services reports $1.5M across 30 accounts in assets under management.
How do I contact Roy Weisert?
Through Roy's website, www.weisertinvestments.com.
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
- Weisert Investment Services 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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