Weiss Financial Group

Wealth Management Firm in Mahopac, NY

Firm Info
Address: 704 US-6, Mahopac, NY 10541, USA
Phone: (845) 621-4700

Firm Size
Assets Under Management: $77.1 million
# of Advisors: 2
# of Clients: 270
Client to Advisor Ratio: 135:1
Average Account Size: $285,470
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Weiss Financial Group LLC Overview

WEISS FINANCIAL GROUP LLC is a fee-only registered investment advisory firm located in Mahopac, NY. The firm has been in business since 2011 and specializes in providing investment advice only. They do not accept commissions or third-party payments. This fee arrangement eliminates any conflicts of interest as WEISS FINANCIAL GROUP LLC is only compensated by their clients. The firm offers a range of services to individuals and small businesses including financial planning, portfolio management, and selection of other advisors. They take a personalized approach with each client and work closely with them to understand their unique needs and goals. WEISS FINANCIAL GROUP LLC prides themselves on creating customized solutions that align with their clients' financial aspirations. WEISS FINANCIAL GROUP LLC also provides consulting services to clients who may require additional financial expertise. They bring a wealth of knowledge and expertise in all areas of personal finance, including retirement, investment, estate planning, and risk management. With their consulting services, clients can receive valuable insights and guidance that will help them make informed financial decisions. Overall, WEISS FINANCIAL GROUP LLC is committed to providing exceptional investment advice and financial planning services to their clients. By operating on a fee-only basis and taking a personalized approach, they uphold a high standard of ethics and integrity in the financial industry.

WEISS FINANCIAL GROUP LLC serves a diverse range of clients, including individuals and high net worth individuals, pension or profit sharing plans, and other corporation types not listed. Their clients come from various backgrounds and financial scenarios, making WEISS FINANCIAL GROUP LLC experienced in creating customized solutions for each of their unique financial situations. The fee structure at WEISS FINANCIAL GROUP LLC varies based on the service provided. For clients seeking asset management services, the firm charges a percentage of AUM (assets under management). Alternatively, for clients requiring financial planning or investment advice, the firm may charge an hourly rate. Clients seeking a more structured, long-term relationship with the firm can opt for a fixed fee arrangement. This flexible fee structure allows clients to choose the payment method that works best for them while still receiving the highest quality financial advice from experienced professionals.

Typical Clients, Fee Structures & Investment Minimum

According to the note in Weiss Financial Group LLC's Part 2 Brochure, there is no specific account minimum that clients must invest. However, the firm suggests that their services are better suited for clients who have $250k or more in investable assets. Therefore, it seems that while there is no strict investment minimum, potential clients are encouraged to have a certain level of resources in order to make the most of Weiss Financial Group LLC's services.

How This Office Can Help Mahopac, NY Residents

Weiss Financial Group offers a range of financial services to assist clients in Mahopac, NY. Their team of experienced professionals will work with you to develop a personalized financial plan tailored to your specific needs. They can assist you with retirement planning, investment management, estate planning, tax planning, and more. Living in Mahopac, NY, there are a number of financial situations you may be facing. The cost of living is higher than the national average, and the median home price is higher than the state average. Weiss Financial Group can help you navigate the complexities of budgeting and investing, while also helping you plan for the future. They understand the unique financial challenges facing residents of Mahopac, NY and will work with you to develop a strategy that aligns with your goals and priorities.

To view the Minimum Investment and Fee Schedule for Weiss Financial Group LLC, visit their Part 2 Brochure.

Services Offered by Weiss Financial Group LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Weiss Financial Group LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 704 US-6, Mahopac, NY 10541, USA
Phone (845) 621-4700
Opening Hours
  • Mon 9 AM–5 PM
  • Tue 9 AM–5 PM
  • Wed 9 AM–5 PM
  • Thu 9 AM–5 PM
  • Fri 9 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Weiss Financial Group LLC is registered to service clients in the following states:

  • Connecticut
  • New York
  • Texas

Disciplinary History

Weiss Financial Group LLC does not have any disclosures. Please visit it's Form ADV for more details.