Advisor at Apprise Wealth Management LLC
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
Apprise Wealth Management LLC
Location
Phoenix, MD
Credentials
CFA®
Industry experience
12 years
Philip Weiss is a CFA® charterholder and principal of Apprise Wealth Management LLC in Phoenix, MD, with 12 years of industry experience. He has worked at several firms including Foundation Wealth & Tax Advisors, Bestgate Wealth Advisors, and American Century Investment Services. Outside of investment advisory, he is a co-presiding partner of Hay Weiss CPA, LLC, an accounting firm he helped found in 2002, and occasionally reviews industry guides for the CFA Institute. Apprise Wealth Management is an independent advisory firm managing approximately $93.4 million for about 72 clients, including individuals, trusts, estates, charitable organizations, corporations, and other advisers. The firm employs a bottom-up investment approach that integrates fundamental security analysis, asset allocation, and tax-efficient strategies, with portfolios typically blending equities, mutual funds, ETFs, and options where appropriate.
Based on Apprise Wealth Management LLC
Annual flat fee for financial planning and consulting services ranges from $8,000 to $25,000
$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.10% $2,000,001 - $5,000,000: 0.90% $5,000,001+: Negotiable
Hourly fees generally $350 per hour
Minimum fee: Minimum fee for annual financial planning services is generally $8,000 per year Fee-only: Hourly fees generally $350 per hour; annual flat fees for financial planning $8,000 to $25,000
Phoenix, MD
Maryland · New Jersey · New York · Pennsylvania · Texas · Virginia
Foundation Wealth & Tax Advisors, LLC
2022 - 2025 (3 years)
Bestgate Wealth Advisors, LLC
2019 - Present (7 years)
&Wealth
2017 - 2017 (1 year)
Apprise Wealth Management
2017 - Present (9 years)
American Century Investment Services Inc. (17437)
2016 - 2018 (2 years)
Baltimore Washington Financial Advisors
2013 - 2016 (3 years)
Hay Weiss CPA, LLC
2002 - Present (24 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Series 63, Series 65
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