Weiss Financial Group, LLC

Overview

Weiss Financial Group, LLC is a small independent registered investment adviser that serves individual and family clients and offers both portfolio management and financial planning. The firm operates as a capital allocator — it constructs portfolios directly and also selects third‑party managers for clients — and supplements advisory work with educational seminars, publications and insurance brokerage. Fee arrangements include a percentage of assets under management and hourly charges. Investment activity centers on equities: the firm shows a clear preference for exchange‑traded equities and uses a mix of mutual funds and corporate debt where appropriate. Weiss Financial Group is not an active ESG investor and is not structured as a multi‑state or pension consultant adviser; it focuses on servicing a limited client base rather than large institutional relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices