Weingarten Associates, L.L.C. fees and pricing
Financial planner in Lawrenceville, New Jersey. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 24, 2026, Weingarten Associates, L.L.C. charges a flat or project fee of $8,000 and an annual fee of $20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $8,000
“Weingarten’s financial planning fees generally start at $8,000.00 on a fixed-fee basis and will depend upon the level and scope of the services required.”
- Annual fee
- $20,000/yr
“Weingarten imposes a minimum annual fee of $20,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Weingarten Associates, L.L.C.’s fees compare
- Its flat or project fee of $8,000 is above the New Jersey median of $5,000. 70% of the 168 other New Jersey planners that publish a flat or project fee charge less.
- Its annual fee of $20,000 is above the New Jersey median of $6,318. 85% of the 47 other New Jersey planners that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Weingarten Associates, L.L.C.
- Firm size: 2 employees.
- Credentials named in the brochure: CFP® and CPA.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Tax planning
- Business owners
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Minimum
- $20,000 minimum fee (stated in brochure)
- Clients
- 65
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $200,271,700
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 127718
- Phone
- (609) 620-1770
Can advise clients in 2 states: New Jersey, Pennsylvania
Other planners in Lawrenceville that publish fees
- White Knight Strategic Wealth Advisors, LLCLawrenceville$2,000-$10,000/yr
- 3I Wealth Management LLCFairfield$1,500, $2,500/yr
- A.m. Perricone LLCShamong$20,000
- Able Wealth Management LLCToms River$250-$500/hr, $2,500-$100,000
- Access WealthEast Hanover$8,000-$18,000/yr
- Adviso WealthPrinceton$300-$450/hr, $500-$20,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.