Wendy Weiss
Weiss Financial Advisors · Cambridge, Massachusetts
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.
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Specialties
Who they serve
- Pre-retirees
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 |
| Assets under management | $12.3M across 11 accounts |
| SEC registration | Investment adviser representative in MA · CRD 4435969 |
| Exams passed | Series 63 (2014) · Series 65 (2006) · Series 66 (2001) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.weissfa.com |
| Profile |
How Wendy's firm compares
- A one-time plan starts at $500, below the Massachusetts median of $3,000 for fee-only firms that publish prices.
- Weiss Financial Advisors's average account is about $1.1 million, from its Form ADV (assets managed divided by 11 accounts).
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Questions about Wendy
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.
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
- Weiss Financial 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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