Kevin Weingarden
Wittenberg Investments · Troy, Michigan
Kevin Weingarden is a fee-only financial advisor at Wittenberg Investments in Troy, Michigan. Kevin focuses on retirement planning, estate & legacy planning and founders (pre-exit). Wittenberg Investments reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Wittenberg Investments |
|---|---|
| Based in | Troy, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $89.3M across 213 accounts |
| SEC registration | Investment adviser representative in MI · CRD 7621375 |
| Exams passed | Series 65 (2022) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.wittenberginvestments.com |
How Kevin's firm compares
- Wittenberg Investments's average account is about $419,000, from its Form ADV (assets managed divided by 213 accounts).
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Questions about Kevin
Is Kevin Weingarden a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Wittenberg Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kevin charge for financial advice?
Kevin's firm, Wittenberg Investments, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Kevin Weingarden based?
Kevin Weingarden is based in Troy, Michigan.
What does Kevin specialize in?
Kevin's specialties include retirement planning, estate & legacy planning and founders (pre-exit).
Is Kevin Weingarden registered with the SEC?
Yes. Kevin Weingarden is registered as an investment adviser representative in MI (CRD 7621375), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wittenberg Investments manage?
Wittenberg Investments reports $89.3M across 213 accounts in assets under management.
How do I contact Kevin Weingarden?
Through Kevin's website, www.wittenberginvestments.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
- Wittenberg Investments 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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