Fee-only adviser · Yonkers, NY
Wieder Financial Corp.
Wieder Financial Corp. is a fee-only investment adviser registered with the securities regulator of New York, with its main office in Yonkers, New York. On its latest Form ADV, filed June 6, 2025, it reports $5.5M in regulatory assets under management, 2 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: New York |
|---|---|
| Firm CRD number | 331643 |
| Office | 35 East Grassy Sprain Road Suite 403 Yonkers, NY 10710 |
| Phone | (914) 205-6363 |
| Website | Not listed |
| Regulatory assets under management | $5.5M |
| Individual clients | 1 non-high-net-worth, 1 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Fixed fee, Other |
| Services | Financial planning |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | June 6, 2025 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Nearby
- Bronxville 3 firms
- Scarsdale 2 firms
- New Rochelle 1 firm
- Larchmont 3 firms
- Pelham 1 firm
- Closter 1 firm
- White Plains 11 firms
- Cresskill 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Wieder Financial Corp.? Update this listing.