Weiss Financial Group LLC fees and pricing
Financial planner in Mahopac, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 27, 2026, Weiss Financial Group LLC charges a flat or project fee of $1,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500
“Investment Programs for Company Retirement Plans Only One-time Investment Selection Assistance starts at $1,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Weiss Financial Group LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are paid monthly in arrears, and clients may terminate their contracts with written notice.”
- “Because fees are charged in arrears, no refund policy is necessary.”
- “This fee is based on account type and value and is non-negotiable.”
How Weiss Financial Group LLC’s fees compare
- Its flat or project fee of $1,500 is below the New York median of $4,500. 15% of the 251 other New York planners that publish a flat or project fee charge less.
About Weiss Financial Group LLC
- Firm size: 2 employees.
- Registered as an adviser: 2011 (15 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 105
- Employees
- 2
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
- Assets managed
- $90,045,189
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 159331
- Phone
- (845) 621-4700
Can advise clients in 3 states: Connecticut, New York, Texas
Other planners in New York that publish fees
- 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
- Abaya Wealth Management LLCBuffalo$2,000-$5,000
- Abby Advisors LLCDobbs Ferry$250/hr, $500
- Abernathy Group II LLCNew York$750/hr, $1,000/yr
- About Time Financial PlanningRochester$1,000-$2,000, $700-$3,200/qtr
- Acacia Grove Wealth ManagementSchenectady$300/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Is something on this page wrong or out of date?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.