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CFP
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CFP

Ian Weinberg

Wealthspire Advisors
39 Years of Experience
Melville, NY
View SEC Summary
View SEC Summary

Ian Weinberg is a CFP-designated registered investment advisor at Wealthspire Advisors, based in Melville, NY, with 39 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 9,973 clients with $34B in assets under management.

Wealthspire Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
228 advisors
Number of Clients
9,973 clients
Average Client Portfolio
$3.4M average
Assets Under Management
$34.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Fees vary based on account size, platform, and complexity, with standard rates up to 1.25% annually. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

400 Broadhollow Road, Melville, NY, 11747

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ian operates under the DBA Family Wealth & Pension Management for his LPL business since 2002. He also works as a continuing education instructor for CPAs and sub-leases private office suites, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Wealthspire Advisors
November 2025 - Present · 11 mos
Previous Registrations
LPL Financial LLC
November 2017 - November 2025 · 8 yrs
LPL Financial LLCBroker
May 1996 - November 2025 · 29 yrs 6 mos
Kirlin Securities INC.Broker
February 1991 - June 1996 · 5 yrs 4 mos
Gkn Securities CORP.Broker
January 1990 - March 1991 · 1 yr 2 mos
The Stuart-James Company, IncorporatedBroker
June 1987 - January 1990 · 2 yrs 7 mos
State Registrations1 state
NY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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