Kenneth Weingarten
Kenneth Weingarten is a registered investment advisor at Weingarten Associates, L.L.C., based in Lawrenceville, NJ, with 22 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 65 clients with $200M in assets under management.
Compensation
Firm Size
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Fee Structure
Weingarten Associates offers wealth management services for a fixed annual fee. The minimum annual fee is $20,000, but may be lower ($12,500) for existing relationships, family members, or young professionals likely to progress to regular services within four years. These services are intended for clients with at least $2.5M in investable assets.
Contact
Kenneth Weingarten
Location
Lawrenceville, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Weingarten Associates, L.L.C.
State Registrations1 state
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Additional Information
Ken is passionate about helping individuals achieve their goals through comprehensive financial planning. “Few things provide me with as much joy as making a positive difference in my clients’ lives by helping them to achieve their financial goals. The financial goals are just the vehicle; the real satisfaction is seeing my clients’ live their lives to the fullest, knowing that the financial portion has been thoroughly addressed.”