IW
CFP
IW
CFP

Ian Weiner

5 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
50 advisors
Number of Clients
1,874 clients
Average Client Portfolio
$647K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$750K
Minimum Annual Fee:$10,000
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Location

2701 SE J Street, Suite 109, Bentonville, AR, 72712

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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 ActivitiesSells Insurance

Ian is the President/Owner of Simply Retire Inc., providing marketing and consulting services, and spends about a quarter of his time on this. He is also an independent insurance agent, dedicating nearly full-time hours to this activity, and a member/co-owner of Finlaw Consulting, LLC, spending about 10-20% of his time there.

Employment History
Current Registrations
Great Point Capital LLC
June 2025 - Present · 8 mos
Great Point Capital LLCBroker
June 2025 - Present · 8 mos
Fortis Capital Advisors, LLC
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Exos Wealth Strategies, LLC
February 2022 - July 2025 · 3 yrs 5 mos
Ae Wealth Management, LLC
October 2019 - July 2021 · 1 yr 9 mos
Gwfs Equities, INC.Broker
April 2018 - May 2018 · 1 mo
State Registrations3 states
ARFLMN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.