Weiss Financial Advisors, LLC

Overview

Weiss Financial Advisors, LLC is a small, independent registered investment adviser that serves individual and family clients with a mix of financial planning and portfolio management. The firm operates under an individual-owner model and does not position itself as a capital allocator to other managers; instead it provides direct advisory services to a limited client base. Fee arrangements include asset-based fees, hourly charges and fixed fees, and the firm does not identify as an active ESG investor. Investment activity shows an equity orientation with a clear tilt toward non-exchange traded equities. Advisory services are focused on individuals and small businesses rather than institutional or pension consulting. The firm’s approach appears to be hands-on and non-discretionary, supporting customized planning and execution for each client rather than centrally managed discretionary strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices