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Firm

Weingarten Associates, LLC

Lawrenceville, New Jersey

Fee-only

Weingarten Associates, LLC at a glance

  • One of 217 fee-only firms based in New Jersey in the Wellspent graph.
  • 1 advisor is listed here, who holds the CFP.
  • Its Form ADV reports 2 employees and 65 individual clients, 58 of them high net worth.
  • Its average account is about $566,000 (assets it manages divided by its 354 accounts).

Specialties Tax planning

Works with Executives

Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey

Facts

Based inLawrenceville, New Jersey
Websiteweingartenassociates.com
Email[email protected]
Phone(609) 620-1770

Weingarten Associates, LLC fees

What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.

Account minimum$1,000,000
How it chargesOne-time plans or projects

In the firm's words

"The Wealth Accumulator Plan is most appropriate for clients who have at least $1,000,000 in investable assets." source
"For project-based clients we offer a 15-minute phone call to determine the scope and appropriateness of our services" source

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Paid byHourly · Fixed fees
Assets managed$200 million
Individual clients7
High-net-worth clients58
Accounts managed354
Employees2
Planning clients51-100
Registered withThe SEC (801-125854)
Financial planningOffered
Form ADV filedFebruary 24, 2026
SEC recordCRD 127718

Advisors at this firm (1)

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