Firm
Weiss Financial Advisors
Cambridge, Massachusetts
Fee-only
Weiss Financial Advisors at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 11 individual clients, 5 of them high net worth.
- Its average account is about $1.1 million (assets it manages divided by its 11 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Cambridge, Massachusetts |
|---|---|
| Website | weissfa.com |
| [email protected] | |
| Phone | (857) 999-8116 |
Weiss Financial Advisors 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.
| One-time plan | From $500 |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Flat fee · Hourly · One-time plans or projects |
In the firm's words
"5. Funding college for children, grandchildren, etc." source
"The percentage starts at 0.25% per quarter or 1% annually." source
"It is based on a percentage of the value of the account on the last day of each quarter." source
"Clients have the option of paying by the hour for a specific issue." 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 · Fixed fees |
|---|---|
| Assets managed | $12 million |
| Individual clients | 6 |
| High-net-worth clients | 5 |
| Accounts managed | 11 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | February 26, 2026 |
| SEC record | CRD 173233 |