# Wendy Weiss

> Wendy Weiss is a fee-only financial advisor at Weiss Financial Advisors in Cambridge, Massachusetts. Wendy charges a percentage of assets, a flat fee or retainer, hourly fees and a one-time planning fee (one-time plans from $500 and 1% a year on the first tier of assets managed) and focuses on retirement planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/wendy-weiss/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Weiss Financial Advisors
- **Based in:** Cambridge, Massachusetts
- **Fee model:** Percentage of assets; Flat fee or retainer; Hourly; One-time planning fee
- **Fees (firm's website):** one-time plans from $500; 1% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $12.3M across 11 accounts
- **Specialties:** Retirement planning, Estate & legacy planning
- **Works with:** Pre-retirees
- **CRD:** 4435969 (https://adviserinfo.sec.gov/individual/summary/4435969)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 63 (2014), Series 65 (2006), Series 66 (2001)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.weissfa.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Wendy holds no broker registration, and Weiss Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Wendy charge for financial advice?

Wendy charges a percentage of assets, a flat fee or retainer, hourly fees and a one-time planning fee.

### How much does Wendy charge?

According to Weiss Financial Advisors's website, checked October 30, 2026: one-time plans from $500; 1% a year on the first tier of assets managed.

### Where is Wendy Weiss based?

Wendy Weiss is based in Cambridge, Massachusetts.

### What does Wendy specialize in?

Wendy's specialties include retirement planning and estate & legacy planning. Wendy works with pre-retirees.

### Is Wendy Weiss registered with the SEC?

Yes. Wendy Weiss is registered as an investment adviser representative in MA (CRD 4435969), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Weiss Financial Advisors manage?

Weiss Financial Advisors reports $12.3M across 11 accounts in assets under management.

### How do I contact Wendy Weiss?

Through Wendy's website, www.weissfa.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4435969): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://weissfa.com/): specialties, clients served, and fees, checked October 30, 2026

---

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