Ian Weiner
Reduce tax, optimize investments, grow preserve and protect your wealth - for generations.
Firm not on file · Bentonville, Arkansas
Ian Weiner is a fee-only financial advisor in Bentonville, Arkansas, who holds the CFP credential. Ian charges a percentage of assets, a flat fee or retainer and a one-time planning fee and focuses on real estate investors, small business owners and retirement planning.
Request an introduction to Ian →
Specialties
Who they serve
- Real estate investors
- High earners
- Ultra high net worth
- Executives
- Founders
- Early-career professionals
- Pre-retirees
- Retirees
- Multi-generational families
About
We help entrepreneurs and HNW investors reduce (or eliminate tax) and build generational wealth w/ advanced trust/ asset protection & proactive plans.
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
Facts
| Based in | Bentonville, Arkansas |
|---|---|
| Fee model | Percentage of assets · Flat fee or retainer · One-time planning fee |
| Assets under management | $1B - $5B |
| Firm founded | 2019 |
| Firm size | 2 - 5 employees |
| Credentials | CFP |
| Investment approach | Passive management · Blend of both |
| Website | Wealth4generations.com |
Request an introduction to Ian
Tell Ian a little about what you're looking for. Ian isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Ian
Is Ian Weiner a fee-only financial advisor?
Yes. Ian Weiner is listed in the public advisor directory (listed as fee-only).
How does Ian charge for financial advice?
Ian charges a percentage of assets, a flat fee or retainer and a one-time planning fee.
Where is Ian Weiner based?
Ian Weiner is based in Bentonville, Arkansas.
What does Ian specialize in?
Ian's specialties include real estate investors, small business owners, retirement planning, family wealth transfer, equity compensation and pension planning. Ian works with real estate investors, high earners, ultra high net worth, executives and founders.
What credentials does Ian Weiner hold?
Ian Weiner holds the CFP credential.
How do I contact Ian Weiner?
Through Ian's website, Wealth4generations.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- Directory listing last checked April 25, 2026.
See something wrong? Request a correction. Read our methodology.