Scott Weiss
Weiss Financial Group · Mahopac, New York
Scott Weiss is a fee-only financial advisor at Weiss Financial Group in Mahopac, New York, who holds the CFP, CRPC and AAMS credentials. Scott focuses on retirement planning. Weiss Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Weiss Financial Group |
|---|---|
| Based in | Mahopac, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $90.0M across 249 accounts |
| Credentials | CFP · CRPC · AAMS · APMA · RICP · MBA |
| SEC registration | Investment adviser representative in CT, NY, TX · CRD 5772766 |
| Exams passed | Series 66 (2010) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | weiss-financial.com |
| Profile |
How Scott's firm compares
- Weiss Financial Group's average account is about $362,000, from its Form ADV (assets managed divided by 249 accounts).
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Questions about Scott
Is Scott Weiss a fee-only financial advisor?
Yes. Scott Weiss is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Scott's firm.
How does Scott charge for financial advice?
Scott's firm, Weiss Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Scott Weiss based?
Scott Weiss is based in Mahopac, New York.
What does Scott specialize in?
Scott's specialties include retirement planning. Scott works with pre-retirees and retirees.
What credentials does Scott Weiss hold?
Scott Weiss holds the CFP, CRPC, AAMS, APMA, RICP and MBA credentials.
Is Scott Weiss registered with the SEC?
Yes. Scott Weiss is registered as an investment adviser representative in CT, NY and TX (CRD 5772766), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Weiss Financial Group manage?
Weiss Financial Group reports $90.0M across 249 accounts in assets under management.
How do I contact Scott Weiss?
Through Scott's website, weiss-financial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Weiss Financial Group 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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