Weiss Financial Group

Retirement Planning Firm in Johnston, IA

Firm Info
Address: 5409 NW 88th St, Johnston, IA 50131, USA
Phone: (515) 986-2009

Firm Size
Assets Under Management: $77.1 million
# of Advisors: 2
# of Clients: 270
Client to Advisor Ratio: 135:1
Average Account Size: $285,470
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Weiss Financial Group LLC Overview

WEISS FINANCIAL GROUP LLC is a fee-only registered investment advisory firm that has been providing investment advice since 2011. Based in Mahopac, NY, the firm offers financial planning and portfolio management services to individuals and small businesses. The company prides itself on its ability to help clients make informed decisions about their investments. In addition, WEISS FINANCIAL GROUP LLC offers consulting services that involve the selection of other advisors based on the clients' specific needs. With its team of experienced financial experts, WEISS FINANCIAL GROUP LLC is dedicated to providing personalized investment advice to all its clients. The firm's fee-only model means that clients can trust that the advice they receive is impartial and unbiased. The company places a strong emphasis on building long-term relationships with its clients, with a commitment to helping its clients achieve their financial goals. WEISS FINANCIAL GROUP LLC offers a range of services, including financial planning, portfolio management, and consulting services. The company's expertise in investment management makes it an ideal partner for individuals and small businesses looking for investment advice. Whether clients require assistance in managing their investments or selecting other advisors, WEISS FINANCIAL GROUP LLC can provide expert guidance and support. With its focus on delivering value-added services and personalized attention, the firm has become a trusted partner for many clients over the years.

WEISS FINANCIAL GROUP LLC primarily caters to a diverse range of clients regardless of their financial status. The firm offers its top-notch financial advisory services to individuals who seek professional help with managing their finances and investments. They also cater to high net worth individuals who require more specialized and customized financial management services. In addition, pension or profit sharing plans are also among the company's clients. WEISS FINANCIAL GROUP LLC also provides services to other corporations, albeit not specifically listed. The firm's fee structures are versatile and tailored to cater to various clients' needs. Depending on the service provided, clients can choose from three types of fee structures. The first one entails a percentage of AUM (Assets Under Management), which involves charging clients a certain percentage of the total assets managed by the firm. The second fee structure available is hourly, which is ideal for clients who only need specific financial advisory services for a limited period. The last option is fixed fees, which involves a pre-agreed and determined fee for a specific set of services. WEISS FINANCIAL GROUP LLC is committed to providing transparent and fair fee structures that ensure clients get value for their money.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for Weiss Financial Group LLC mentions that there is no specific account minimum. However, it does state that their services are better suited for clients who have at least $250,000 or more in investable assets. Therefore, it can be inferred that while there is no set investment minimum, clients who have less than $250,000 may not be the most appropriate fit for the firm's services.

How This Office Can Help Johnston, IA Residents

Weiss Financial Group provides a range of financial services to clients in Johnston, IA. One of the most common financial situations clients face is planning for retirement. The advisors at Weiss Financial Group help clients create a plan that considers their current income, savings, and future goals. They also offer guidance on various retirement income sources, such as Social Security benefits, pension plans, and investments. Another common financial situation that clients face in Johnston, IA is saving for college. With the rising cost of tuition, it's important for families to have a solid plan in place. Weiss Financial Group offers advice on various college savings plans, including 529 savings plans and Coverdell Education Savings Accounts. They can also provide guidance on finding scholarships and other financial aid resources to help lessen the burden of college expenses. Overall, Weiss Financial Group is committed to helping clients in Johnston, IA achieve their financial goals and create a secure future.

To view the Minimum Investment and Fee Schedule for Weiss Financial Group LLC, visit their Part 2 Brochure.

Services Offered by Weiss Financial Group LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Weiss Financial Group LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 5409 NW 88th St, Johnston, IA 50131, USA
Phone (515) 986-2009
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 704 ROUTE 6, MAHOPAC, NY 10541, United States

This firm has no other locations.

State Registrations

Weiss Financial Group LLC is registered to service clients in the following states:

  • Connecticut
  • New York
  • Texas

Disciplinary History

Weiss Financial Group LLC does not have any disclosures. Please visit it's Form ADV for more details.