# Maxine Weiner, CFP(R)

> Maxine Weiner, CFP(R) is a state-registered investment advisory firm, registered since 1997, with no regulatory assets under management reported in its Form ADV filing dated March 9, 2026.

- CRD: 125834
- Filed as: MAXINE WEINER, CFP(R)
- Legal name: Maxine Starr Weiner
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New York
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/125834
- AdvisorCensus page: https://advisorcensus.com/firm/maxine-weiner-cfp-r-125834

## Quick answers

**How is Maxine Weiner, CFP(R) compensated?**
On its Form ADV (Item 5.E, October 2026), Maxine Weiner, CFP(R) reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); commissions. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Maxine Weiner, CFP(R) registered with the SEC or a state?**
Maxine Weiner, CFP(R) is a state-registered investment advisory firm, registered since 1997. Status as filed: APPROVED. CRD 125834.

**What types of clients does Maxine Weiner, CFP(R) serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4); high net worth individuals (2).

**Does Maxine Weiner, CFP(R) 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/125834

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $0 |
| High net worth individuals | 2 | $0 |

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 1997 (28 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Maxine Weiner, CFP(R) (CRD 125834): Form ADV filing data as of October 2026.