Ian Weinstein
Regimen Wealth · Atlanta, Georgia
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.
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Specialties
Who they serve
- Executives
- Retirees
- Early-career professionals
- Multi-generational families
- Divorced individuals
Facts
| Firm | Regimen Wealth |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $365.2M across 738 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in GA, TX · CRD 4146652 |
| Exams passed | Series 63 (2000) · Series 66 (2003) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.regimenwealth.com |
| Profile |
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Questions about Ian
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Regimen Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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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