Weiss Financial Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides fee-only investment advisory, comprehensive financial planning, and consulting to individuals, trusts, small businesses, and small nonprofit/charitable organizations. Most clients are in or near retirement and engage the firm primarily to preserve assets, generate retirement cash flow, and address income tax planning.
The firm’s investment approach is grounded in modern portfolio theory with an emphasis on global diversification, use of ETFs and index funds alongside select actively managed mutual funds, and periodic rebalancing when allocations drift. Portfolios are managed on a non‑discretionary basis—transactions are executed only with client approval—and the firm supplements buy‑and‑hold allocations with occasional income-oriented tactics such as covered calls when appropriate.
What is distinctive about the firm is its concentration of primarily non‑discretionary assets under management (the vast majority of AUM is non‑discretionary), together with serving charitable organization clients, both of which are uncommon among independent peers. The advisor combines long experience dating back to the 1980s with a focus on retirement income solutions and qualified‑plan consulting for small employers, reflecting a practice tailored to income-focused, preservation‑oriented clients.
Client services
Expertise
Occupation focus
Fee options
Flat fee generally up to $500 or negotiated based on case complexity; setup fee up to $200 in first year
$100,000 - $500,000: 1.2% $500,001 - $1,000,000: 1.0% $1,000,001 - $1,500,000: 0.8% $1,500,001+: 0.5%
$150 per hour
Account minimum: $100,000 Fee-only: Hourly rate $150/hour; flat fees up to $500 or negotiated based on complexity
Main office
Anthem AZ
Advisors at this office
1
Most active in
Arizona · Minnesota
Also doing business as
Weiss Financial Services · Weiss, Lisbeth Kay
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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