Weiss Financial Advisors, LLC
Weiss Financial Advisors, LLC (CRD# 173233) is a financial advisory firm headquartered in , . They manage $6,697,163 in 15 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management7MILLION
Total Number of Accounts15ACCOUNTS
Average Account Value$446,478
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Wendy Weiss (CRD# 4435969) is an Investment Advisor Representative working at Weiss Financial Advisors, LLC in Cambridge, MA and has over 16 years of experience in the finance industry.