Jeremiah Walter
Halberstadt Financial Consultants · Princeton, New Jersey
Jeremiah Walter is a fee-only financial advisor at Halberstadt Financial Consultants in Princeton, New Jersey. Halberstadt Financial Consultants reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Halberstadt Financial Consultants |
|---|---|
| Based in | Princeton, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $185M across 337 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 6736347 |
| Exams passed | Series 65 (2018) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.halberstadtfinancial.com |
How Jeremiah's firm compares
- Halberstadt Financial Consultants's average account is about $549,000, from its Form ADV (assets managed divided by 337 accounts).
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Questions about Jeremiah
Is Jeremiah Walter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeremiah holds no broker registration, and Halberstadt Financial Consultants reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeremiah charge for financial advice?
Jeremiah's firm, Halberstadt Financial Consultants, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jeremiah Walter based?
Jeremiah Walter is based in Princeton, New Jersey.
Is Jeremiah Walter registered with the SEC?
Yes. Jeremiah Walter is registered as an investment adviser representative in NJ (CRD 6736347), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Halberstadt Financial Consultants manage?
Halberstadt Financial Consultants reports $185M across 337 accounts in assets under management.
How do I contact Jeremiah Walter?
Through Jeremiah's website, www.halberstadtfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Princeton
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
- 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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