Tad Weiss
Modus Advisors · Excelsior, Minnesota
Tad Weiss is a fee-only financial advisor at Modus Advisors in Excelsior, Minnesota, who holds the CFP credential. Tad 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN, TX · CRD 1408726 |
| Exams passed | Series 63 (1985) · Series 65 (2008) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.modusadvisors.com |
| Profile |
How Tad'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 Tad
Is Tad Weiss a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tad 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 Tad charge for financial advice?
Tad's firm, Modus Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Tad Weiss based?
Tad Weiss is based in Excelsior, Minnesota.
What does Tad specialize in?
Tad's specialties include retirement planning, tax planning and estate & legacy planning.
What credentials does Tad Weiss hold?
Tad Weiss holds the CFP credential.
Is Tad Weiss registered with the SEC?
Yes. Tad Weiss is registered as an investment adviser representative in MN and TX (CRD 1408726), 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 Tad Weiss?
Through Tad'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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