Weiss Financial Services

Overview

Weiss Financial Services operates as a sole proprietorship and is registered as an independent RIA serving individual and family clients, plus small-business portfolio management engagements. Advisory offerings center on financial planning and portfolio management. The firm charges a mix of fee types — percentage of assets under management, hourly fees, and fixed-fee arrangements. It is not positioned as a capital allocator, does not identify as an active ESG investor, and does not operate as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives