Weiss Financial Services fees and pricing

Financial planner in Anthem, Arizona. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 29, 2021, Weiss Financial Services charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 29, 2021. Fees can change, so confirm with the firm before you hire them.

Payment and refund terms, quoted from the fee section of the brochure.

“Clients will be invoiced in advance at the Page 4 of 13 beginning of each calendar quarter based upon the market value of the client’s account at the end of the previous quarter.”
“This fee is an addition to the fee assessed for investment selection, management, and monitoring and is payable as a lump sum upon presentation of the implementation strategy to the client.”
“The remainder of the fee is due upon completion of the financial plan.”

Its hourly rate of $150 is below the Arizona median of $275. 4% of the 195 other Arizona planners that publish an hourly rate charge less.

Principal: Lisbeth K. Weiss
Solo practice: one person runs the firm, so you work directly with the planner.
Meets clients remotely: the brochure mentions virtual or online meetings.
Registered as an adviser: 2004 (22 years).

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: 1.2% a year
Clients: 20
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $8,989,900
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 129647
Phone: (612) 209-0644

Can advise clients in 2 states: Arizona, Minnesota

Is something on this page wrong or out of date?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.