# Weiss Financial Advisors, LLC

> Weiss Financial Advisors, LLC is a state-registered investment advisory firm, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 26, 2026.

- CRD: 173233
- Filed as: WEISS FINANCIAL ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Massachusetts
- Filing period: October 2026
- Form ADV filing dated: February 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/173233
- AdvisorCensus page: https://advisorcensus.com/firm/weiss-financial-advisors-llc-173233

## Quick answers

**How is Weiss Financial Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Weiss Financial Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Weiss Financial Advisors, LLC registered with the SEC or a state?**
Weiss Financial Advisors, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 173233.

**How much does Weiss Financial Advisors, LLC manage?**
Weiss Financial Advisors, LLC reports $12,276,369 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (0% discretionary).

**What types of clients does Weiss Financial Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (6); high net worth individuals (5).

**Does Weiss Financial Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/173233

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $12,276,369
- Discretionary: $0
- Non-discretionary: $12,276,369

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $2,462,202 |
| High net worth individuals | 5 | $9,814,167 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2014 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- weissfa.com
- Facebook @wendy.weiss.902
- LinkedIn @hot-flash-financial-a0268236
- LinkedIn @wendy-weiss-04a1127
- LinkedIn @wendy-weiss-1961491bb

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Weiss Financial Advisors, LLC (CRD 173233): Form ADV filing data as of October 2026.