Advisor at Weiss Financial Advisors, 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
Weiss Financial Advisors, LLC
Location
Cambridge, MA
Credentials
Series 63, Series 65, Series 66
Industry experience
14 years
Wendy Weiss is the principal advisor at Weiss Financial Advisors, LLC in Cambridge, MA, with 14 years of industry experience. She holds Series 63, 65, and 66 licenses and has led her independent advisory firm since 2014. Outside of her advisory work, she serves as Co-Chair of the Cambridge Community Foundation’s Professional Advisors committee and is Co-Chair of the Social Action Committee and a board member at Beth El Temple Center. Weiss Financial Advisors, LLC is a single-advisor independent firm providing wealth management and modular financial planning to individual and high-net-worth clients. The firm emphasizes tailored portfolio management and investment advice, primarily on a non-discretionary basis, using fundamental and value analysis to align strategies with clients’ objectives and risk tolerance.
Based on Weiss Financial Advisors, LLC
Fixed fees ranging from $750 to $2,500
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.90% annually $2,000,001 - $5,000,000: 0.70% annually $5,000,001 - $7,000,000: 0.60% annually $7,000,001 - $10,000,000: 0.50% annually $10,000,001+: 0.40% annually
$250 per hour
Fee-only: Fixed fees from $750 to $2,500; Hourly fee of $250/hour
Cambridge, MA
Massachusetts
Weiss Financial Advisors, LLC
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
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