FINANCIAL PLANNING SERVICES

RIASEC Registered

Total AUM

$48.5M

Discretionary

$0

0% of AUM

Avg account

$1.7M

Accounts

28

Employees

2

Advisory reps

2

Firm details

Headquarters: MERCHANTVILLE, New Jersey
CRD number: 129129
Website: www.weidnerassociates.com
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Financial Planning Services operates as an independent Registered Investment Advisor (RIA) and focuses on providing financial planning and portfolio management services primarily for individuals and families. The firm emphasizes a personalized approach, tailoring its services to meet the unique needs of its clients. It does not engage in capital allocation and is not involved in ESG investing. The firm operates under a fee structure that includes a percentage of assets under management (AUM) as well as hourly charges for its advisory services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Non-Exchange Traded Equities60%
US Government Bonds20%
Exchange Traded Equities10%
Cash & Cash Equivalents10%

Contacts

2 of 2

RICHARD WEIDNER
PresidentCRD 5107275
DANIEL WEIDNER
Financial AdvisorCRD 5949231

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

MERCHANTVILLE, NJ

CAMDEN

Location

MERCHANTVILLE, NJ

Headquartered in MERCHANTVILLE, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area: Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region: Northeast
County: CAMDEN
Address: 1 W Walnut Ave
Time zone: ET (UTC-5)
Office locations

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