Weiss Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Weiss Financial Advisors, LLC is a small, independent registered investment adviser that provides ongoing wealth management and modular financial planning to individual and high-net-worth clients. The firm charges asset-based advisory fees and currently serves a compact client base, managing roughly $12.3 million for about 11 client relationships.
The firm tailors portfolios to each client’s objectives, time horizon, tax circumstances, and risk tolerance, and monitors accounts for rebalancing and other adjustments. Although the firm will accept discretionary authority, it currently manages client assets on a predominantly non-discretionary basis and obtains client approval before executing transactions.
Notable features include the principal’s academic background (an MBA and a Ph.D.) and a history of developing financial literacy programs and educational workshops, which inform the firm’s planning work. The firm also from time to time acts in family-related trustee or standing-authority roles that create custody considerations, and its single-advisor structure means clients receive direct oversight from the firm’s principal.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fees ranging from $750 to $2,500
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.90% annually $2,000,001 - $5,000,000: 0.70% annually $5,000,001 - $7,000,000: 0.60% annually $7,000,001 - $10,000,000: 0.50% annually $10,000,001+: 0.40% annually
$250 per hour
Fee-only: Fixed fees from $750 to $2,500; Hourly fee of $250/hour
Main office
Cambridge MA
Advisors at this office
1
Most active in
Massachusetts
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
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