Advisor at Wieder Financial Corp.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wieder Financial Corp.
Location
Yonkers, NY 10710
Credentials
CFP®, Series 66
Industry experience
1 year
John Wieder is a CFP® and holds a Series 66 license. He is the sole advisor at Wieder Financial Corp. with one year of industry experience. Wieder is also a licensed attorney in New York and owns a title insurance business. He has worked at Nationwide Settlements Solutions since 2008. Wieder Financial Corp. is an independent, state-registered advisory firm serving individual clients through a co-advisory arrangement with a third-party money manager. The firm focuses on broad-based asset categories using funds-of-funds, mutual funds, and ETFs, while portfolio management and trading are handled by the selected money manager.
Based on Wieder Financial Corp.
Based on Wieder Financial Corp.
Financial planning services: $1,000 flat fee; Free Market Investment Analysis (FMIA): $500 flat fee
$0 - $1,000,000: 1% annually $1,000,000 - $5,000,000: 0.75% annually $5,000,000+: 0.5% annually
Fee-only: Financial planning services: $1,000 flat fee, fully refundable if unsatisfied; Free Market Investment Analysis (FMIA): $500 flat fee, fully refundable if client not satisfied or chooses not to follow recommendations
35 East Grassy Sprain Road Suite 403
Yonkers, NY 10710
New York
Nationwide Settlements Solutions
2008 - Present (18 years)
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Real estate agent
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Trust company
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Accountant / CPA / tax prep
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Other specialized services
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