# Ian Weinstein

> Ian Weinstein is a fee-only financial advisor at Regimen Wealth in Atlanta, Georgia, who holds the ChFC credential. Ian focuses on estate & legacy planning, tax planning and retirement planning. Regimen Wealth reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/ian-weinstein/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Regimen Wealth
- **Based in:** Atlanta, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $365.2M across 738 accounts
- **Credentials:** ChFC
- **Specialties:** Estate & legacy planning, Tax planning, Retirement planning, Family wealth transfer, Small business owners, Divorce financial planning
- **Works with:** Executives, Retirees, Early-career professionals, Multi-generational families, Divorced individuals
- **CRD:** 4146652 (https://adviserinfo.sec.gov/individual/summary/4146652)
- **SEC registration:** Investment adviser representative in GA, TX
- **Exams passed:** Series 63 (2000), Series 66 (2003)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.regimenwealth.com

## Frequently asked questions

### Is Ian Weinstein a fee-only financial advisor?

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

### How does Ian charge for financial advice?

Ian's firm, Regimen Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Ian Weinstein based?

Ian Weinstein is based in Atlanta, Georgia.

### What does Ian specialize in?

Ian's specialties include estate & legacy planning, tax planning, retirement planning, family wealth transfer, small business owners and divorce financial planning. Ian works with executives, retirees, early-career professionals, multi-generational families and divorced individuals.

### What credentials does Ian Weinstein hold?

Ian Weinstein holds the ChFC credential.

### Is Ian Weinstein registered with the SEC?

Yes. Ian Weinstein is registered as an investment adviser representative in GA and TX (CRD 4146652), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Regimen Wealth manage?

Regimen Wealth reports $365.2M across 738 accounts in assets under management.

### How do I contact Ian Weinstein?

Through Ian's website, www.regimenwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4146652): 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
- The firm's website (https://www.regimenwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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