A complete list of active advisors currently associated with Financial Planning Services

Warmer can help you find a great advisor at Financial Planning Services or one who fits your needs even better.

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.

To learn more about the advisors currently working at Financial Planning Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.