Weiser Financial Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$51,501,650
Clients
114
38% 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
114
Very HighAverage account size
$451,769
About
Weiser Financial Planning LLC provides investment management and a range of financial planning services to individuals and also serves high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and businesses. Offerings include ongoing comprehensive financial planning through a retainer arrangement, limited-scope or single-engagement planning, and discretionary portfolio management implemented via an Investment Policy Statement.
The firm primarily constructs passive portfolios using index mutual funds and exchange-traded funds and manages accounts based on clients’ goals, time horizons, and risk tolerances. For investment analysis and when developing financial plans, the advisor also employs fundamental, technical, cyclical, and charting methods, combining passive portfolio construction with analytical techniques more commonly associated with active strategies.
A distinctive feature of the practice is its provision of educational workshops and speaking engagements for groups and the public—occasionally provided pro bono—which is uncommon among similar independent firms. The practice operates as a solo advisor managing client assets while emphasizing broad planning topics such as business planning, divorce financial planning, employee benefits optimization, and estate and tax planning; the lead advisor holds CFP®, ChFC®, and CLU® professional credentials.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Income planning
College savings (529s, UTMA, etc.)
Divorce financial planning
Fee options
Financial Planning single engagement fixed fee ranging from $1,500 to $20,000
$0 - $500,000: 0.95% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.75% $3,000,001+: 0.65%
$350 per hour for specific financial planning projects
Fee-only: Comprehensive Financial Planning ongoing fees: $500 - $2,500 monthly; Financial Planning single engagement fixed fee: $1,500 - $20,000; hourly fee: $350/hour
Main office location
Weiser Financial Planning LLC
Lewis Center OH, United States
Number of offices
1
Most active in
Weiser Financial Planning LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
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.
Forms ADV
Quick links
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