Financial Planning Services
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$48,500,000
Clients
28
0% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
28
TypicalAverage account size
$1,732,143
About
Financial Planning Services (Weidner Associates LLC) provides portfolio management and financial planning primarily to individual clients rather than a high‑net‑worth segment. As of May 2025 the firm reported managing about $48.5 million for a small client roster and operates with a two‑advisor team.
The firm generally works on a non‑discretionary basis, preparing investment plans that consider income needs, tax considerations, and risk tolerance and recommending allocations to stocks and fixed‑income securities. Client accounts are reviewed quarterly and recommendations are implemented with the client’s authorization, with account terms and minimums set out in written agreements.
Noteworthy features relative to peers include the firm’s concentration of AUM managed on a non‑discretionary basis (the brochure reports all AUM as non‑discretionary) and a small client population supporting a relatively high asset‑per‑client profile. The brochure also discloses that the firm is not registered to sell securities or insurance, does not effect principal or agency cross trades, and does not vote client proxies, which may affect how clients handle execution and proxy matters.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Fee options
$0 - $2,000,000: 0.5% annually $2,000,000+: 0.375% annually
Account minimum: $50,000
Main office location
Financial Planning Services
1 W. Walnut Ave
Merchantville NJ 08109, United States
Number of offices
1
Most active in
Financial Planning Services has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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