Daniel Weidner is a CFP-designated registered investment advisor at Financial Planning Services, based in Merchantville, NJ, with 9 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 28 clients with $49M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.50% |
| $2M+ | 0.38% |
All fees are subject to negotiation.
Fee Estimator
Location
1 West Walnut Ave, Merchantville, NJ, 08109
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Daniel is a 25% owner and treasurer of Capstone Property Services LLC, a property maintenance business, since 2010. He spends a few hours per week on accounts payable, business planning, and regulatory compliance.
Employment History
Current Registrations
Financial Planning Services
State Registrations1 state
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.