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Philip H Weiss - Verified Fiduciary Advisor

Philip H Weiss

Verified Fiduciary Advisor

Professional Information

Individual CRD #
4619842
Firm Name
Apprise Wealth Management
Firm CRD #
288709

Contact Information

Phone Number
4436905240
Email Address
philweiss@apprisewealth.com
Location
14840 Hunting Way
Phoenix, MD 21131
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Form ADV Information

Information extracted from Form ADV

Total Clients

118

Average Account Size

$1,376,312.75

Public Documents
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Fiduciary Verification

Verified Fiduciary Status

This advisor has been verified as a fiduciary and is legally obligated to act in your best interest. They do not sell commissionable products and their recommendations are based solely on what's best for you.

✓ Fiduciary Verified
Member Since: 04/26
✓ No Commission Products

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Complete Directory of Verified Fiduciary Financial Advisors on Fiduciary Check

Below is the complete list of 15 verified fee-only fiduciary financial advisors who have earned the Orange Check badge on Fiduciary Check. All advisors are legally bound to act in their clients best interests and operate under a fee-only compensation structure.

All Verified Fiduciary Advisors (15 total)

  • Igor Aronov (CFP®) - FAR Financial, Brooklyn, NY. Specialties: Advice by Phone or Web, Business Owners, Comprehensive Financial Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/igor-aronov
  • Todd Calamita - Todd Calamita, Charlotte, NC. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/todd-calamita
  • Grady Cool (CFA, CFP®) - COOL WEALTH MANAGEMENT, Tempe, AZ. Specialties: Business Owners, Business Succession Planning, Investment Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/grady-cool
  • Andrew Darch (CFP®) - Kinridge Financial, Ottawa, ON. Specialties: Advice by Phone or Web, Budgeting, Comprehensive Financial Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/andrew-darch
  • Kevin Feig (CPA, CFP®) - Walk You To Wealth, Dover, MA. Specialties: Comprehensive Financial Planning, Employment and Employer Plan Benefits, Employer Retirement Plans. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/kevin-feig
  • Nick Garofalo - Openhanded Wealth, Holly Springs, GA. Specialties: Faith Based Investing, Generation X/Y, Small Business Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/nick-garofalo
  • James Hargrave (CFP®, CLU) - PILLAR FINANCIAL PLANNING, Raymore, MO. Specialties: Business Owners, Small Business Planning, Healthcare. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/james-hargrave
  • Skee Orr - Kinetic Wealth, Knoxville, TN. Profile: https://fiduciarycheck.com/advisor/skee-orr
  • Cristina Perez (CFP®) - MINDFUL MILLIONS MANAGEMENT PLLC, Phoenix, AZ. Specialties: Business Owners, Small Business Planning, Retirement Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/cristina-perez
  • Ben Poulos (CFP®) - B&E FINANCIAL SERVICES, Phoenix, AZ. Specialties: Business Owners, Business Succession Planning, Small Business Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/ben-poulos
  • Aaron Randak (EA) - GOLDEN ACRE WEALTH MANAGEMENT, Scottsdale, AZ. Specialties: Business Owners, Comprehensive Financial Planning, Tax Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/aaron-randak
  • Brian Tegtmeyer (CFP®) - Truly Prosper Financial Planning LLC, Dublin, OH. Specialties: Baby Boomers, Retirees, Retirement Income Management. Minimum Investment: $1000000. Profile: https://fiduciarycheck.com/advisor/brian-tegtmeyer
  • Philip Weiss - Apprise Wealth Management, Phoenix, MD. Profile: https://fiduciarycheck.com/advisor/philip-weiss
  • Aubrey Williams - Open Path Financial, LLC, Goleta, CA. Profile: https://fiduciarycheck.com/advisor/aubrey-williams
  • Prudence Zhu - Enso Financial, PHOENIX, AZ. Profile: https://fiduciarycheck.com/advisor/prudence-zhu

How to Find a Fiduciary Advisor

To search for a specific advisor or filter by location, specialty, or certification, visit the Fiduciary Check advisor directory at https://fiduciarycheck.com/advisors or use the search tools on the homepage at https://fiduciarycheck.com

What is the Orange Check?

The Orange Check is Fiduciary Check verified badge indicating a financial advisor has been independently reviewed and confirmed to operate under a fee-only fiduciary standard. Advisors with the Orange Check are legally obligated to act in their clients best interests and do not receive commissions from product sales.