W
Wieder Financial Corp.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,460,000
Clients
2
50% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
2
Very LowAverage account size
$2,730,000
About
Wieder Financial Corp. is a small, state-registered independent adviser that provides investment advice to individual clients and offers paid financial planning. The firm operates through a co‑advisory arrangement with a third‑party money manager and, as disclosed in the brochure, did not directly manage client funds as of June 6, 2025.
The firm’s investment approach emphasizes broad-based asset categories implemented primarily through funds‑of‑funds, mutual funds and ETFs to capture market returns and avoid alternative investments such as commodities or private equity. Portfolio implementation and day‑to‑day trading are handled through the selected money manager, while the firm monitors accounts, reviews managed accounts monthly, and recommends custodians rather than acting as a broker‑dealer.
Notable firm characteristics include that the principal is a licensed attorney who also owns a title insurance business and allocates a substantial portion of time to those non‑advisory activities, and the firm discloses receiving fee‑sharing/referral arrangements with other money managers. The brochure also notes the firm does not vote client proxies or produce regular client reports, does not maintain custody of client assets, and may occasionally earn insurance commissions for insurance sales.
Client services
Financial planning
Selection of other advisors for referral fees
Selection of other advisors for referral fees
Expertise
Wealth management
Passive / index investing
General retirement planning
Fee options
Financial planning services: $1,000 flat fee; Free Market Investment Analysis (FMIA): $500 flat fee
$0 - $1,000,000: 1% annually $1,000,000 - $5,000,000: 0.75% annually $5,000,000+: 0.5% annually
Fee-only: Financial planning services: $1,000 flat fee, fully refundable if unsatisfied; Free Market Investment Analysis (FMIA): $500 flat fee, fully refundable if client not satisfied or chooses not to follow recommendations
Main office location
Wieder Financial Corp.
35 East Grassy Sprain Road Suite 403
Yonkers NY 10710, United States
Number of offices
1
Most active in
Wieder Financial Corp. has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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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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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