# Jennifer Weber

> Jennifer Weber is a fee-only financial advisor at Weber Asset Management in Lake Success, New York, who holds the CFP credential. Jennifer focuses on retirement planning, estate & legacy planning and tax planning. Weber Asset Management reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Weber Asset Management
- **Based in:** Lake Success, New York
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $651.5M across 737 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Family wealth transfer
- **Works with:** Pre-retirees, Multi-generational families, Early-career professionals
- **CRD:** 5196381 (https://adviserinfo.sec.gov/individual/summary/5196381)
- **SEC registration:** Investment adviser representative in GA, NY, TX
- **Exams passed:** Series 66 (2013)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.weberasset.com

## Frequently asked questions

### Is Jennifer Weber a fee-only financial advisor?

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

### How does Jennifer charge for financial advice?

Jennifer's firm, Weber Asset Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Jennifer Weber based?

Jennifer Weber is based in Lake Success, New York.

### What does Jennifer specialize in?

Jennifer's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer. Jennifer works with pre-retirees, multi-generational families and early-career professionals.

### What credentials does Jennifer Weber hold?

Jennifer Weber holds the CFP credential.

### Is Jennifer Weber registered with the SEC?

Yes. Jennifer Weber is registered as an investment adviser representative in GA, NY and TX (CRD 5196381), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Weber Asset Management manage?

Weber Asset Management reports $651.5M across 737 accounts in assets under management.

### How do I contact Jennifer Weber?

Through Jennifer's website, www.weberasset.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5196381): 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://weberasset.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.