Ken Weingarten
Weingarten Associates, LLC · Lawrenceville, New Jersey
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.
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Specialties
Who they serve
- Executives
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 | $200.3M across 354 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in NJ · CRD 4692544 |
| Exams passed | Series 65 (2003) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | weingartenassociates.com |
| Profile |
How Ken's firm compares
- Weingarten Associates, LLC's average account is about $566,000, from its Form ADV (assets managed divided by 354 accounts).
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Questions about Ken
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Jersey
Other advisors in New Jersey who focus on tax planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Weingarten Associates, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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