Halberstadt Financial Consultants Inc

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Client assets under management

$179,000,000

Clients

157

43% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$1,140,127

About

Halberstadt Financial provides investment management, financial planning and consulting to individuals — including high‑net‑worth clients — as well as a range of institutional and business clients such as pension and profit‑sharing plans, trusts, estates, charitable organizations and corporations. The firm manages client portfolios on both discretionary and non‑discretionary bases and performs ongoing monitoring with periodic account reviews.

The firm develops personalized investment policies through interviews and constructs portfolios using individual equities, bonds, exchange‑traded funds and mutual funds, selecting funds based on performance history, manager track record, sector, objectives, style and fee structure. Clients may impose reasonable investment restrictions, and the adviser may recommend short‑term trading, short sales, margin or option strategies when consistent with a client’s stated risk tolerance.

Notably for a small team, the principal is a licensed CPA who provides tax preparation services for separate compensation, and an advisor operates a separate insurance services business and acts as a licensed insurance producer who may recommend commission‑based insurance products. The investment team also includes a Chartered Market Technician as chief investment strategist, and the firm’s mix of individual, corporate and institutional clients — including insurance‑related entities — is less typical among peer team advisers.

Client services

Financial planning Portfolio management

Expertise

Retirement withdrawal strategies College savings (529s, UTMA, etc.) Cash flow / budgeting General tax planning

Occupation focus

Retired

Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.50% $2,000,000+: 0.33%

Project-based

$345.00 per hour (with a 2.5 hour minimum) for financial planning and consulting

Other

Account minimum: $400,000 Minimum fee: $4,000 minimum annual fee for investment management

Main office location

Halberstadt Financial Consultants Inc

50 North Tulane St

Princeton NJ 08542-6912, United States

Number of offices

Most active in

New Jersey · Pennsylvania

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website (609) 921-0180

Advisors at this firm

Barbara C

Series 65

Princeton, NJ

Halberstadt Financial Consultants Inc

Barbara Cavagnaro is a financial advisor at Halberstadt Financial Consultants Inc in Princeton, NJ, holding a Series 65 designation with seven years of industry experience. She has been with Halberstadt Financial Consultants since 2000. Halberstadt Financial Consultants provides portfolio management, financial planning, and consulting services to individual clients, including both high-net-worth and non-high-net-worth individuals, as well as institutional and business entities. The firm integrates investment, tax, and insurance services, offering a range of strategies and maintaining credentialed professionals to support these capabilities.

Retirement withdrawal strategies College savings (529s, UTMA, etc.) Cash flow / budgeting General tax planning Retired

Daniel W

CFP®

Princeton, NJ

Halberstadt Financial Consultants Inc

Daniel Walter is a CFP® professional with two years of experience at Halberstadt Financial Consultants Inc. He has worked at Halberstadt Financial Consultants since 2023 and has a background in real estate sales with RE/MAX since 2015. Walter is also involved in insurance sales through Halberstadt Insurance Services, LLC. Halberstadt Financial Consultants provides portfolio management, financial planning, and consulting services to individual and institutional clients. The firm integrates investment advisory with tax preparation and insurance services, serving a diverse client base including high-net-worth individuals, pension plans, trusts, and corporations.

Retirement withdrawal strategies College savings (529s, UTMA, etc.) Cash flow / budgeting General tax planning Retired

David W

CFP®, Series 66

Princeton, NJ

Halberstadt Financial Consultants Inc

David Walter is a Certified Financial Planner® (CFP®) with 23 years of industry experience. He has been with Halberstadt Financial Consultants, Inc. in Princeton, NJ since 2000. Halberstadt Financial Consultants provides portfolio management, financial planning, and consulting services primarily to individual clients, including both high-net-worth and non-high-net-worth individuals, as well as various institutional and business entities. The firm integrates investment, tax, and insurance services and manages portfolios using equities, bonds, mutual funds, and ETFs, offering both discretionary and non-discretionary account management.

Retirement withdrawal strategies College savings (529s, UTMA, etc.) Cash flow / budgeting General tax planning Retired

Jeremiah W

Series 65

Princeton, NJ

Halberstadt Financial Consultants Inc

Jeremiah Walter is a financial advisor at Halberstadt Financial Consultants Inc in Princeton, NJ, holding a Series 65 designation with seven years of industry experience. He has been with Halberstadt Financial Consultants since 2012. Halberstadt Financial Consultants provides portfolio management, financial planning, and consulting services primarily to individual clients and a variety of institutional and business entities. The firm combines investment, tax, and insurance services and offers both discretionary and non-discretionary account management.

Retirement withdrawal strategies College savings (529s, UTMA, etc.) Cash flow / budgeting General tax planning Retired

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