WEISS FINANCIAL GROUP LLC

Overview

Weiss Financial Group LLC is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses, while also advising institutional clients. The firm acts as a capital allocator, blending direct management of client portfolios with selection and oversight of third‑party managers. Fee arrangements are flexible and include asset‑based fees, hourly charges and fixed fees, allowing the firm to tailor billing to client engagement type. Investment activity is tilted toward pooled public funds and mutual funds as the primary building blocks of client portfolios, but the firm also sources and places capital into alternative vehicles — notably private placements and digital currency exposures. Advisory services center on personalized planning and discretionary portfolio management; the firm reports a high proportion of discretionary AUM and has an industry affiliation with accounting professionals to support tax and reporting needs. Weiss Financial Group is not an active ESG investor and is not registered as a multi‑state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices