Firm
Weiss Financial Group
Mahopac, New York
Fee-only
Weiss Financial Group at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 105 individual clients, 31 of them high net worth.
- Its average account is about $362,000 (assets it manages divided by its 249 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Mahopac, New York |
|---|---|
| Website | weiss-financial.com |
| [email protected] | |
| Phone | (845) 621-4700 |
Weiss Financial Group fees
Weiss Financial Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $90 million |
| Individual clients | 74 |
| High-net-worth clients | 31 |
| Accounts managed | 249 |
| Employees | 2 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-72871) |
| Financial planning | Offered |
| Form ADV filed | January 27, 2026 |
| SEC record | CRD 159331 |