Daniel Walter
Halberstadt Financial Consultants · Princeton, New Jersey
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.
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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 | $185M across 337 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ · CRD 5326982 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.halberstadtfinancial.com |
How Daniel's firm compares
- Halberstadt Financial Consultants's average account is about $549,000, from its Form ADV (assets managed divided by 337 accounts).
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Questions about Daniel
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Princeton
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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