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- Custodian
- Charles Schwab & Company · Nationwide
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-13-2017
- Office Locations
- 1
Office Locations
About Weiser Financial Planning LLC
Weiser Financial Planning LLC is an independent, fee-only RIA and fiduciary based in Lewis Center (Columbus area), serving clients locally and nationwide via virtual meetings. The firm delivers comprehensive financial planning and ongoing, goals-based investment management for high-earning professionals (“HENRYs”) and near-retirees transitioning to distribution. Portfolios are primarily implemented with public funds and ETFs; the practice is owner-led by CFP Ryan Joseph Weiser.
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Owner & Executives
RYAN JOSEPH WEISER
Chief Compliance Officer, President
- CRD
- #4213512
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,501,650 | -- |
| Non-Discretionary | $0 | -- |
| Total | $51,501,650 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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