Financial Planning Services
Financial Planning Services (CRD# 129129) is a financial advisory firm headquartered in Merchantville, NJ. They manage $26,000,000 in 28 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management26MILLION
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Total Number of Accounts28ACCOUNTS
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Average Account Value$928,571
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ
Financial Advisors at Financial Planning Services
1
Daniel Weidner (CRD# 5949231) is an Investment Advisor Representative working at Financial Planning Services in Merchantville, NJ and has 1 year of experience in the finance industry.
2
Richard Weidner (CRD# 5107275) is an Investment Advisor Representative working at Financial Planning Services in Merchantville, NJ and has 1 year of experience in the finance industry.
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