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

1 W. Walnut Ave, Merchantville, NJ 08109

http://www.weidnerassociates.com

By the Numbers

Total Assets Under Management

26

MILLION
Total Number of Accounts

28

ACCOUNTS
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.

Financial Advisors at Financial Planning Services

Showing 1 - 2 of 2 top financial advisors.

Daniel J. Weidner

CRD#: 5949231

1 West Walnut Ave, Merchantville, NJ 08109

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.

Richard H. Weidner

CRD#: 5107275

1 West Walnut Ave, Merchantville, NJ 08109

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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