Weiss Financial Advisors, LLC fees
Financial planner in Cambridge, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 26, 2026, Weiss Financial Advisors, LLC (Cambridge, MA) charges $250 an hour and a flat or project fee of $750-$2,500 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change.
- Hourly rate
- $250/hr
Below the Massachusetts median of $300; 20% of the 131 other planners in Massachusetts that publish an hourly rate charge less. None of the 4 other planners in Cambridge charge less.
“Our hourly fee is $250.”
- Flat or project fee
- $750-
$2,500 Below the Massachusetts median of $5,375; 8% of the 105 other planners in Massachusetts that publish a flat or project fee charge less. Neither of the 2 other planners in Cambridge charges less.
“Our fixed fee ranges from $750 to $2,500.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
How Weiss Financial Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fee is negotiable depending on the nature of services to be provided, types of investments, portfolio makeup, and/or the complexity of the client's situation.”
- “Generally, our hourly fee is billed for general consulting services and our fixed fees are billed for broad based or projectbased financial planning.”
- “Our financial planning fees - both hourly and fixed fees - are negotiable depending upon the complexity and scope of the plan, your financial situation, and your objectives.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 11
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $12.3 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of February 26, 2026
- CRD number
- 173233 (opens in new tab)
- Phone
- (857) 999-8116
Other planners in Cambridge that publish fees
- East Horizon InvestmentsCambridgeHourly $300-$400/hr
- Fisher Financial StrategiesCambridgeHourly up to $420/hr, Flat $3,200-$6,300
- Lavoie Wealth Advisors LLCCambridgeFlat $7,500-$20,000
- Peabody River Asset Management, LLCCambridgeHourly $400/hr, Annual from $1,000/yr
- Pinney & Scofield, Inc.CambridgeHourly $250-$500/hr
- Wealthmind Financial PlanningCambridgeHourly $425/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.