# Ken Weingarten

> Ken Weingarten is a fee-only financial advisor at Weingarten Associates, LLC in Lawrenceville, New Jersey, who holds the CFP and MBA credentials. Ken charges a one-time planning fee (a $1,000,000 asset minimum) and focuses on tax planning.

Page: https://find.wellspent.co/advisors/ken-weingarten/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Weingarten Associates, LLC
- **Based in:** Lawrenceville, New Jersey
- **Fee model:** One-time planning fee
- **Fees (firm's website):** a $1,000,000 asset minimum
- **Assets under management (firm):** $200.3M across 354 accounts
- **Credentials:** CFP, MBA
- **Specialties:** Tax planning
- **Works with:** Executives
- **CRD:** 4692544 (https://adviserinfo.sec.gov/individual/summary/4692544)
- **SEC registration:** Investment adviser representative in NJ
- **Exams passed:** Series 65 (2003)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://weingartenassociates.com

## Frequently asked questions

### Is Ken Weingarten a fee-only financial advisor?

Yes. Ken Weingarten is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Ken's firm.

### How does Ken charge for financial advice?

Ken charges a one-time planning fee.

### How much does Ken charge?

According to Weingarten Associates, LLC's website, checked October 28, 2026: a $1,000,000 asset minimum.

### Where is Ken Weingarten based?

Ken Weingarten is based in Lawrenceville, New Jersey.

### What does Ken specialize in?

Ken's specialties include tax planning. Ken works with executives.

### What credentials does Ken Weingarten hold?

Ken Weingarten holds the CFP and MBA credentials.

### Is Ken Weingarten registered with the SEC?

Yes. Ken Weingarten is registered as an investment adviser representative in NJ (CRD 4692544), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Weingarten Associates, LLC manage?

Weingarten Associates, LLC reports $200.3M across 354 accounts in assets under management.

### How do I contact Ken Weingarten?

Through Ken's website, weingartenassociates.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/4631): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.weingartenassociates.com/): specialties, clients served, and fees, checked October 28, 2026

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