Weigelfam
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$61,631,453
Clients
80
63% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
80
Very HighAverage account size
$770,393
About
Weigelfam provides wealth management, financial planning, and both discretionary and nondiscretionary investment management to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm operates as a single-advisor practice and manages roughly $64.3 million in discretionary assets for about 80 clients.
The firm’s investment approach combines fundamental and cyclical analysis and uses proprietary models composed mainly of mutual funds, ETFs, individual securities, bonds, structured products and occasional alternatives, with a generally long-term orientation and flexibility for shorter-term trades for rebalancing or client needs. Weigelfam describes a six‑“Sleeves” diversification framework, will retain legacy positions for tax or fit reasons, and reports internal hold‑to‑maturity “fair value” estimates for certain income strategies in addition to custodial pricing.
Noteworthy differences from many peers include the firm’s use of published performance materials — including predecessor and hypothetical results — and the inclusion of material disclosure events about the principal’s personal bankruptcy filing and prior regulatory matters in its brochure. The firm also provides institutional pension consulting and retirement-plan services (including 3(21)/3(38) roles, benchmarking, participant education and ERISA support) and operates a temporary fee‑waiver program for specific money‑market mutual funds, features that are uncommon among solo independent advisers.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Options & derivatives strategies
Private / alternative investments
Retirement plans for business owners (SEP, solo 401k)
Retirement income strategy
Wealth management
Occupation focus
Founder/Business Owner
Executive
Fee options
Fixed fees for financial planning and estate planning projects ranging from $2,000 to $10,000
$0 - $500,000: 1.45% $500,001 - $749,999: 1.35% $750,000 - $999,999: 1.20% $1,000,000 - $1,499,999: 1.10% $1,500,000 - $2,499,999: 1.00% $2,500,000 - $4,999,999: 0.95% $5,000,000 - $9,999,999: 0.90% $10,000,000 - $24,999,999: 0.80% $25,000,000+: Negotiable
$200 to $500 per hour depending on negotiation
Account minimum: $500,000 Fee-only: Financial planning fees charged as fixed fees or hourly; hourly fees range from $200 to $500 per hour; fixed fees for longer-term estate planning projects range from $2,000 to $10,000 per project.
Main office location
Weigelfam
New York NY, United States
Number of offices
1
Most active in
Weigelfam has reported serving >5 clients in these states in the last 12 months.
California · Florida · Nebraska · New Hampshire · New Jersey · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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