# Charles Weidman

> Charles Weidman is a fee-only financial advisor at Heritage Financial Counselors in Bedminster, New Jersey, who holds the CFP credential. Charles focuses on retirement planning, estate & legacy planning and tax planning. Heritage Financial Counselors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/charles-weidman/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Heritage Financial Counselors
- **Based in:** Bedminster, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $235.9M across 425 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 3252726 (https://adviserinfo.sec.gov/individual/summary/3252726)
- **SEC registration:** Investment adviser representative in NJ
- **Exams passed:** Series 63 (2005), Series 66 (2006)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.heritagefinancialcounselors.com

## Frequently asked questions

### Is Charles Weidman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Heritage Financial Counselors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Charles charge for financial advice?

Charles's firm, Heritage Financial Counselors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Charles Weidman based?

Charles Weidman is based in Bedminster, New Jersey.

### What does Charles specialize in?

Charles's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer. Charles works with multi-generational families.

### What credentials does Charles Weidman hold?

Charles Weidman holds the CFP credential.

### Is Charles Weidman registered with the SEC?

Yes. Charles Weidman is registered as an investment adviser representative in NJ (CRD 3252726), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Heritage Financial Counselors manage?

Heritage Financial Counselors reports $235.9M across 425 accounts in assets under management.

### How do I contact Charles Weidman?

Through Charles's website, www.heritagefinancialcounselors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3252726): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://heritagefinancialcounselors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.