M
Maxine Weiner, CFP(R)
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
6
33% high-net worth
Advisors
1
of 1 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
6
Very LowAverage account size
$0
About
The firm provides comprehensive financial planning for individual clients, focusing on retirement planning, cash-flow analysis, insurance needs, investment and asset-allocation planning, and estate planning. Stated client groups include retired couples and individuals, self-employed professionals, and newly divorced or widowed women.
The advisor conducts in-depth interviews and uses financial planning software to model outcomes—commonly using a "How Long Will My Money Last?" analysis—to inform recommendations based on risk tolerance, time horizon, and guaranteed income sources. Recommendations typically combine a strategic allocation (favoring low-cost index funds and ETFs) with tactical third-party managers, and include a "safe money" cash reserve and, where appropriate, annuities to secure income.
Compared with most independent peers, the firm also operates as a registered representative of a broker-dealer and as a licensed insurance agent, and may recommend commissionable securities and insurance products. The firm does not take discretionary portfolio management or custody of client accounts and relies on hourly, flat-fee or retainer arrangements rather than percentage-of-assets-under-management billing.
Client services
Financial planning
Expertise
Retirement income strategy
Annuities
Cash flow / budgeting
Income planning
General estate planning guidance
Occupation focus
Retired
Self-Employed
Demographic focus
Divorced Women
Widow/Widower
Fee options
Flat fee charged for full analysis of 'How Long Will My Money Last?' based on complexity and estimated time
Commissions received from sale of securities or insurance products through Cetera Advisor Networks if client purchases such products
Hourly charges at $200 per hour for short term projects and consultations
Account minimum: $2,500 per year (minimum flat/retainer fee) Minimum fee: Minimum flat/retainer fee is $2,500 per year Fee-only: Hourly fee of $200 per hour; flat fees based on complexity for certain projects; annual retainer fees starting at $2,500 per year
Main office location
Maxine Weiner, CFP(R)
Boca Raton FL, United States
Number of offices
1
Most active in
Maxine Weiner, CFP(R) has reported serving >5 clients in these states in the last 12 months.
New York
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 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.
Is not active or affiliated with:
-
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.
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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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