Russ Weiss, CFP^®

Marshall Financial Group

33 W Court St
Doylestown, PA 18901

FINANCIAL ADVISOR'S WEBSITE

www.marshallfinancial.com

(215) 348-9393

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Fee-only. Financial planning provided for a fixed fee, based on the complexity of your situation. Portfolio management offered as a percentage of your portfolio. The top rate is 1% dropping as the size of your portfolio grows.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Russ Weiss is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Marshall Financial Group in Doylestown, PA and the surrounding communities.

Financial Advisor Overview

If you are used to financial professionals who focus entirely on portfolios and percentages, our approach will be a welcome surprise. Since 1981, Marshall's financial planning has ben about helping you achieve your goals and live your dreams. It's and ongoing conversation. As your needs and concerns change and evolve, the direction of our planning alters accordingly.

Financial Advisor Experience

In financial services since 2001 and helping clients achieve financial success since 2003 with a specialization in international clients, unmarried couples and individuals who want to operate their own business

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - Accredited Domestic Partner Advisor (ADPA)

Insurance Licenses

Fixed annuities: PA DE FL MD MI NJ
Variable annuities: PA DE FL MD MI NJ

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Cross-border Planning, Career Change, Bankruptcy, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Getting Married, Mutual Funds, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Tangible Assets, Starting a Family, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances