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Scott G Weiss

NAPFA Registered Fee-Only Financial Planner Helping Pre- & Early Retirees Plan & Invest

Weiss Financial Group LLC

Mahopac

NY

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Retirement Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Weiss Financial Group LLC 6 years, 10 months Dec 2011 - Present
Asset & Financial Planning 1 year, 1 month Nov 2010 - Dec 2011
Prime Capital Services, Inc. 1 year, 9 months Mar 2010 - Dec 2011
Weiss Advisory Group 8 years, 9 months Jan 2010 - Present
Time, Inc. 11 years, 9 months Mar 1998 - Dec 2009

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • XY Planning Network
    Membership
    XY Planning Network
    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
  • Accredited Asset Management Specialist
    Designation
    Accredited Asset Management Specialist
    Individuals holding this designation are well versed in asset management processses, asset allocation and selection, taxation of investment products, investments and insurance for both individuals and businesses
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Chartered Mutual Fund Counselor
    Designation
    Chartered Mutual Fund Counselor
    Designees have knowledge of a wide range of mutual fund aspects such as characteristics of open and closed-end funds, other packaged investment products, risk and return, asset allocation, selecting a mutual fund for a client, retirement planning and professional conduct.
  • Retirement Income Certified Professional
    Designation
    Retirement Income Certified Professional
    The American College created the RICP to prepare financial advisers to help customers make sure their nest eggs last and have greater peace of mind during a retirement that could be decades long. It focuses on topics like how to convert your savings into steady retirement income, choosing when to claim Social Security and company retirement benefits, addressing health and long-term care and more.

Articles and Answers

Insights by Scott Weiss

Financial Planning Tip: February
Published 2016-02-09 19:19:43
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    How do i check my account?
    I think you need to provide a bit more information to get your question properly answered. Are you trying to log into an account and having trouble? If so, what type of account is an and where is it held? Or are you trying to compare it to something to determine if it is invested properly for your g...  (more)
    Answered Feb 2016
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        None
      • as of date
        Mar 1, 2018
      FINRA
      FINRA
      • license status
        Not registered
      • disclosures
        None
      • as of date
        Mar 1, 2018
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Advisor

      Last updated on March 3, 2018
        • $44.2M
          Total Assets Under Management
        • $0
          Total Assets Under Advisement
        • 123
          number of clients
        • $359.3K
          Estimated Average Account Balance Per Client

      Weiss Financial Group LLC

      Last updated on April 18, 2017
        • $46.6M
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 310
          Accounts
        • $150.5K
          Estimated Average Account Balance

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees