Weiser Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Weiser Financial Planning LLC provides investment management and a range of financial planning services to individuals and also serves high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and businesses. Offerings include ongoing comprehensive financial planning through a retainer arrangement, limited-scope or single-engagement planning, and discretionary portfolio management implemented via an Investment Policy Statement.
The firm primarily constructs passive portfolios using index mutual funds and exchange-traded funds and manages accounts based on clients’ goals, time horizons, and risk tolerances. For investment analysis and when developing financial plans, the advisor also employs fundamental, technical, cyclical, and charting methods, combining passive portfolio construction with analytical techniques more commonly associated with active strategies.
A distinctive feature of the practice is its provision of educational workshops and speaking engagements for groups and the public—occasionally provided pro bono—which is uncommon among similar independent firms. The practice operates as a solo advisor managing client assets while emphasizing broad planning topics such as business planning, divorce financial planning, employee benefits optimization, and estate and tax planning; the lead advisor holds CFP®, ChFC®, and CLU® professional credentials.
Client services
Expertise
Fee options
Financial Planning single engagement fixed fee ranging from $1,500 to $20,000
$0 - $500,000: 0.95% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.75% $3,000,001+: 0.65%
$350 per hour for specific financial planning projects
Fee-only: Comprehensive Financial Planning ongoing fees: $500 - $2,500 monthly; Financial Planning single engagement fixed fee: $1,500 - $20,000; hourly fee: $350/hour
Main office
Lewis Center OH
Advisors at this office
1
Most active in
Ohio
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.
Forms ADV
Quick links
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