# Daniel Walter

> Daniel Walter is a fee-only financial advisor at Halberstadt Financial Consultants in Princeton, New Jersey, who holds the CFP credential. Halberstadt Financial Consultants reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/daniel-walter/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Halberstadt Financial Consultants
- **Based in:** Princeton, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $185M across 337 accounts
- **Credentials:** CFP
- **CRD:** 5326982 (https://adviserinfo.sec.gov/individual/summary/5326982)
- **SEC registration:** Investment adviser representative in NJ
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.halberstadtfinancial.com

## Frequently asked questions

### Is Daniel Walter a fee-only financial advisor?

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

### How does Daniel charge for financial advice?

Daniel's firm, Halberstadt Financial Consultants, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Daniel Walter based?

Daniel Walter is based in Princeton, New Jersey.

### What credentials does Daniel Walter hold?

Daniel Walter holds the CFP credential.

### Is Daniel Walter registered with the SEC?

Yes. Daniel Walter is registered as an investment adviser representative in NJ (CRD 5326982), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Halberstadt Financial Consultants manage?

Halberstadt Financial Consultants reports $185M across 337 accounts in assets under management.

### How do I contact Daniel Walter?

Through Daniel's website, www.halberstadtfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5326982): 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

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