Financial Planning Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Financial Planning Services (Weidner Associates LLC) provides portfolio management and financial planning primarily to individual clients rather than a high‑net‑worth segment. As of May 2025 the firm reported managing about $48.5 million for a small client roster and operates with a two‑advisor team.
The firm generally works on a non‑discretionary basis, preparing investment plans that consider income needs, tax considerations, and risk tolerance and recommending allocations to stocks and fixed‑income securities. Client accounts are reviewed quarterly and recommendations are implemented with the client’s authorization, with account terms and minimums set out in written agreements.
Noteworthy features relative to peers include the firm’s concentration of AUM managed on a non‑discretionary basis (the brochure reports all AUM as non‑discretionary) and a small client population supporting a relatively high asset‑per‑client profile. The brochure also discloses that the firm is not registered to sell securities or insurance, does not effect principal or agency cross trades, and does not vote client proxies, which may affect how clients handle execution and proxy matters.
Client services
Expertise
Fee options
$0 - $2,000,000: 0.5% annually $2,000,000+: 0.375% annually
Account minimum: $50,000
Main office
1 West Walnut Ave
Merchantville NJ 08109
Advisors at this office
2
Most active in
New Jersey
Also doing business as
Financial Planning Services · Richard H. Weidner, Inc. · Weidner Associates, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Richard W
Merchantville, NJ
Financial Planning Services
Richard Weidner is a financial advisor at Financial Planning Services with 14 years of industry experience and has been with the firm since 1981. He holds a management role in a home repair company called Capstone Property Management, dedicating a few hours weekly to its operations. Financial Planning Services provides portfolio management and financial planning primarily to individual clients, focusing on non-discretionary investment strategies tailored to income needs, tax considerations, and risk tolerance. The firm manages approximately $48.5 million for a small client base and operates with a two-advisor team.
Daniel W
CFP®
Merchantville, NJ
Financial Planning Services
Daniel Weidner is a CFP® professional with 9 years of experience at Financial Planning Services, operating under Weidner Associates LLC since 2007. He is also a 25% owner and treasurer of Capstone Property Services LLC, a property maintenance business in Merchantville, NJ. Financial Planning Services manages approximately $48.5 million for a small roster of primarily individual clients, focusing on non-discretionary portfolio management and financial planning. The firm emphasizes personalized investment plans considering income, taxes, and risk tolerance, with quarterly reviews and client-approved recommendations.
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