David Walter
Halberstadt Financial Consultants, Inc. · Princeton, New Jersey
David Walter is a fee-only financial advisor at Halberstadt Financial Consultants, Inc. in Princeton, New Jersey, who holds the CFP and CPA/PFS credentials. Halberstadt Financial Consultants, Inc. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Halberstadt Financial Consultants, Inc. |
|---|---|
| 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 · CPA/PFS |
| SEC registration | Investment adviser representative · CRD 4388506 |
| Exams passed | Series 66 (1999) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | halberstadtfinancial.com |
| Profile |
How David's firm compares
- Halberstadt Financial Consultants, Inc.'s average account is about $549,000, from its Form ADV (assets managed divided by 337 accounts).
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Questions about David
Is David Walter a fee-only financial advisor?
Yes. David Walter is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by David's firm.
How does David charge for financial advice?
David's firm, Halberstadt Financial Consultants, Inc., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Walter based?
David Walter is based in Princeton, New Jersey.
What credentials does David Walter hold?
David Walter holds the CFP and CPA/PFS credentials.
Is David Walter registered with the SEC?
Yes. David Walter is registered as an investment adviser representative (CRD 4388506), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.
How much does Halberstadt Financial Consultants, Inc. manage?
Halberstadt Financial Consultants, Inc. reports $185M across 337 accounts in assets under management.
How do I contact David Walter?
Through David's website, 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
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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