Fee-only adviser · Merchantville, NJ
Financial Planning Services
Financial Planning Services is a fee-only investment adviser registered with the securities regulator of New Jersey, with its main office in Merchantville, New Jersey. On its latest Form ADV, filed May 6, 2025, it reports $48M in regulatory assets under management, 28 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: New Jersey |
|---|---|
| Firm CRD number | 129129 |
| Office | 1 W. Walnut Ave Merchantville, NJ 08109 |
| Phone | (856) 663-7011 |
| Website | www.weidnerassociates.com |
| Regulatory assets under management | $48M |
| Individual clients | 28 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | May 6, 2025 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Nearby
- Cherry Hill 3 firms
- Haddonfield 2 firms
- Haddon Heights 2 firms
- Moorestown 3 firms
- Bellmawr 1 firm
- Philadelphia 23 firms
- Mount Laurel 3 firms
- Voorhees 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Financial Planning Services? Update this listing.