Russell Weiss is a CFP-designated registered investment advisor at Creative Planning, based in Doylestown, PA, with 23 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Corporate Executives, Cross-Border Planning, Education Planning, and 5 more. Their firm serves 84,858 clients with $220B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and how they are charged are negotiable.
Fee Estimator
Location
33 W. Court Street, Doylestown, PA, 18901
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2009Criminal
April 1987Other Business Activities
Russell owns a property used as a dog park through SniffSpot. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Creative Planning
Previous Registrations
The Marshall Financial Group, INC
Cambridge Investment Research, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Beyond the financial issues, he helps plan for other issues. For instance, the emotions and complexities of a 2nd marriage especially with children from a first marriage, helping to ensure a life partner can be involved in the event of a healthcare emergency; or obtain other rights that married couples take for granted.