Voss Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Voss Wealth Management serves individuals and high‑net‑worth individuals, providing both discretionary and non‑discretionary investment management alongside financial planning. The firm also provides investment consulting to clients of an independent third‑party broker‑dealer and offers planning for clients who remain primarily serviced through unaffiliated broker‑dealers and insurance agencies.
Investment strategies typically allocate assets across diversified, risk‑based model portfolios composed mainly of no‑load mutual funds and ETFs, while also using individual stocks, bonds, certificates of deposit, and cash where appropriate. Fees are primarily asset‑based (percentage‑of‑AUM) and advice is tailored to each client’s financial condition, goals, risk tolerance, and time horizon; for clients in or nearing retirement the firm generally holds cash and bonds to cover up to five years of withdrawals.
Unusually for a small independent adviser, Voss Wealth manages a substantial amount of discretionary assets (about $93.9 million) for roughly 69 clients and maintains multiple offices, a combination that is atypical among peers with a single registered advisor. The firm is newly formed and SEC‑registered in 2026 and discloses an arrangement to receive consulting fees from Mutual Securities for certain clients, a relationship it addresses through disclosure and internal policies.
Client services
Expertise
Fee options
Financial planning flat fee up to $6,000 per annum (billed monthly or quarterly in arrears), higher fees possible depending on complexity.
$0 - $1,000,000: 1.00% $1,000,001+: 0.75%
Main office
31 Adams Ave., Suite 3 C
Endicott NY 13760
Advisors at this office
1
Most active in
Florida · New Hampshire · New York · North Carolina · Pennsylvania · South Carolina · Texas · Vermont
Also doing business as
Voss Wealth Management · Voss Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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