Halberstadt Financial Consultants Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$179,000,000
Clients
157
Advisors
4
of 5 employees
About
Halberstadt Financial provides investment management, financial planning and consulting to individuals — including high‑net‑worth clients — as well as a range of institutional and business clients such as pension and profit‑sharing plans, trusts, estates, charitable organizations and corporations. The firm manages client portfolios on both discretionary and non‑discretionary bases and performs ongoing monitoring with periodic account reviews.
The firm develops personalized investment policies through interviews and constructs portfolios using individual equities, bonds, exchange‑traded funds and mutual funds, selecting funds based on performance history, manager track record, sector, objectives, style and fee structure. Clients may impose reasonable investment restrictions, and the adviser may recommend short‑term trading, short sales, margin or option strategies when consistent with a client’s stated risk tolerance.
Notably for a small team, the principal is a licensed CPA who provides tax preparation services for separate compensation, and an advisor operates a separate insurance services business and acts as a licensed insurance producer who may recommend commission‑based insurance products. The investment team also includes a Chartered Market Technician as chief investment strategist, and the firm’s mix of individual, corporate and institutional clients — including insurance‑related entities — is less typical among peer team advisers.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.50% $2,000,000+: 0.33%
$345.00 per hour (with a 2.5 hour minimum) for financial planning and consulting
Account minimum: $400,000 Minimum fee: $4,000 minimum annual fee for investment management
Main office
50 North Tulane St.
Princeton NJ 08542
Advisors at this office
4
Most active in
New Jersey · Pennsylvania
Also doing business as
Halberstadt Financial Consultants Inc · Halberstadt Financial Consultants, Inc. · Princeton Investment Advisors Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Advisors at this firm
Barbara C
Series 65
Princeton, NJ
Halberstadt Financial Consultants Inc
Barbara Cavagnaro is a financial advisor at Halberstadt Financial Consultants Inc in Princeton, NJ, holding a Series 65 designation with seven years of industry experience. She has been with Halberstadt Financial Consultants since 2000. Halberstadt Financial Consultants provides portfolio management, financial planning, and consulting services to individual clients, including both high-net-worth and non-high-net-worth individuals, as well as institutional and business entities. The firm integrates investment, tax, and insurance services, offering a range of strategies and maintaining credentialed professionals to support these capabilities.
Daniel W
CFP®
Princeton, NJ
Halberstadt Financial Consultants Inc
Daniel Walter is a CFP® professional with two years of experience at Halberstadt Financial Consultants Inc. He has worked at Halberstadt Financial Consultants since 2023 and has a background in real estate sales with RE/MAX since 2015. Walter is also involved in insurance sales through Halberstadt Insurance Services, LLC. Halberstadt Financial Consultants provides portfolio management, financial planning, and consulting services to individual and institutional clients. The firm integrates investment advisory with tax preparation and insurance services, serving a diverse client base including high-net-worth individuals, pension plans, trusts, and corporations.
David W
CFP®, Series 66
Princeton, NJ
Halberstadt Financial Consultants Inc
David Walter is a CFP® and holds a Series 66 license with 24 years of industry experience. He has been with Halberstadt Financial Consultants Inc in Princeton, NJ since 2000. Halberstadt Financial Consultants provides investment management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as a variety of institutional and business clients. The firm creates personalized investment policies and constructs portfolios using individual equities, bonds, ETFs, and mutual funds, offering discretionary and non-discretionary portfolio management and ongoing account monitoring.
Jeremiah W
Series 65
Princeton, NJ
Halberstadt Financial Consultants Inc
Jeremiah Walter is a financial advisor at Halberstadt Financial Consultants Inc in Princeton, NJ, holding a Series 65 designation with seven years of industry experience. He has been with Halberstadt Financial Consultants since 2012. Halberstadt Financial Consultants provides portfolio management, financial planning, and consulting services primarily to individual clients and a variety of institutional and business entities. The firm combines investment, tax, and insurance services and offers both discretionary and non-discretionary account management.
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