Firm
Weisert Investment Services
Virginia Beach, Virginia
Fee-only
Weisert Investment Services at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 14 individual clients.
- Its average account is about $50,000 (assets it manages divided by its 30 accounts).
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Virginia Beach, Virginia |
|---|---|
| Website | weisertinvestments.com |
| Phone | (757) 636-0632 |
Weisert Investment Services fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 2% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"$200,000 and less 2.00%" source
"Above $500,000 0.50%" source
"$200,000 and less 2.00%" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Subscription |
|---|---|
| Assets managed | $2 million |
| Individual clients | 14 |
| Accounts managed | 30 |
| Employees | 2 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 16, 2026 |
| SEC record | CRD 111670 |