# Financial Planning Services

> Financial Planning Services is a state-registered investment advisory firm in Merchantville, NJ, registered since 1993, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 6, 2025.

- CRD: 129129
- Filed as: FINANCIAL PLANNING SERVICES
- Legal name: Weidner Associates, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Merchantville, NJ
- Filing period: October 2026
- Form ADV filing dated: May 6, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/129129
- AdvisorCensus page: https://advisorcensus.com/firm/financial-planning-services-merchantville-nj-129129

## Quick answers

**How is Financial Planning Services compensated?**
On its Form ADV (Item 5.E, October 2026), Financial Planning Services reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Financial Planning Services located?**
Financial Planning Services' principal office is in Merchantville, NJ, according to its Form ADV.

**Is Financial Planning Services registered with the SEC or a state?**
Financial Planning Services is a state-registered investment advisory firm, registered since 1993. Status as filed: APPROVED. CRD 129129.

**How much does Financial Planning Services manage?**
Financial Planning Services reports $48,500,000 in regulatory assets under management in its Form ADV filing dated May 6, 2025 (0% discretionary).

**What types of clients does Financial Planning Services serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (28).

**Does Financial Planning Services report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/129129

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $48,500,000
- Discretionary: $0
- Non-discretionary: $48,500,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 28 | $48,500,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1993 (33 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- weidnerassociates.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Planning Services (CRD 129129): Form ADV filing data as of October 2026.