CRD: 129129
Financial Planning Services
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-22-1993
- Office Locations
- 1
Office Locations
About Financial Planning Services
Financial Planning Services (Weidner Associates) is a Merchantville, NJ fee-only, hourly planning practice founded in 1981. The father-and-son team delivers comprehensive, lifetime advice spanning retirement, tax, estate and trust planning/administration, education planning, and portfolio oversight and analysis. They do not sell investment products, enabling objective guidance for households across a wide net-worth range with no stated minimum.
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Owner & Executives
DANIEL JAMES WEIDNER
Investment Advisor, VICE PRESIDENT
- CRD
- #5949231
- Ownership
- 75% or more
RICHARD HERBERT WEIDNER
President, Vice President
- CRD
- #5107275
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $48,500,000 | -- |
| Total | $48,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $48,500,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $425,871,421 | 16.5% |
| U.S. Government/Agency | $640,097,651 | 24.8% |
| Cash | $967,889,593 | 37.5% |
| Equity - Exchange | $547,180,250 | 21.2% |
| Total | $2,581,038,915 | 100.0% |