Ian Weiner, CFP(R), CEPA — Fee-only financial advisor

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About

We help entrepreneurs and HNW investors reduce (or eliminate tax) and build generational wealth w/ advanced trust/ asset protection & proactive plans.

Who they serve

Real estate investors
High earners
Ultra high net worth
Executives
Founders
Early-career professionals
Pre-retirees
Retirees
Multi-generational families

Services

401(k) & IRA Management
Alternative Investments
Business Succession Planning
Asset Allocation
Cash Flow Planning
Charitable Giving
Estate Planning
Executive Compensation
Exit Planning
Financial Advice & Coaching
Family Wealth Transfer
Financial Planning
Individual Tax Services
Insurance Planning
Insurance/Risk Management
Investment Management
Life Transition Planning
Liquidity & Exit Planning
Pension Planning
Philanthropic Planning
Portfolio Management
Portfolio Rebalancing
Real Estate Advisory
Retirement Planning

Structured record

Name	Ian Weiner, CFP(R), CEPA
Firm	Ian Weiner, CFP(R), CEPA
Location	Bentonville, Arkansas
Fee model	Percentage of Assets (AUM) · Flat Fee/Retainer · One-Time Financial Planning Fee
AUM	$1B - $5B
Founded	2019
Firm size	2 - 5 employees
Affiliation	Independent RIA
Credentials	CFP
Designations	CFP (Certified Financial Planner) · Series 65
Investment approach	Passive management · Blend of both
Website	Wealth4generations.com

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Specialties

Real estate investors
Small business owners
Retirement planning
Family wealth transfer
Equity compensation
Pension planning