Charles
Weidman

Heritage Financial Counselors, LLC

CRD#3252726
Investment Advisor
in Bedminster, NJ

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About this Advisor

Charles Weidman is a certified financial planner based in Bedminster, New Jersey with 6 years of relevant experience. Weidman works at Heritage Financial Counselors, LLC. Over the course of their career, Weidman has held roles at Lpl Financial LLC and Heritage Financial Counselors, LLC. Weidman holds Series 63 and Series 66 licenses, designating them as a securities representative, and is registered to advise clients in New Jersey. Heritage Financial Counselors, LLC is a financial advisory business that has its headquarters in Bedminster, NJ. It controls $152 million in total assets between its 375 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 375 client accounts, 100% are held by high-net-worth clients who have more than $1 million in investable assets. The advisory firm has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely vary depending on which services are provided. However, fee types charged by Heritage Financial Counselors, LLC most likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

442 Main Street (Route 202)
Bedminster, NJ 07921

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Heritage Financial Counselors, LLC Brokerage Details

Total Assets Under Management

$151,690,329

NJ Average: $10,121,009,343
Total Number of Employees

4

NJ Average: 92
Total Number of Accounts

375

NJ Average: 6,978
Average Account Size

$404,508

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Charles Weidman Work History

Charles has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Heritage Financial Counselors, LLC

2012 - 2017 (5 years)

Lpl Financial LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Charles Weidman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Heritage Financial Counselors, LLC

Jessica Perkins
Bedminster, NJ
Colleen Echausse
Bedminster, NJ
Nancy Mulvey
Bedminster, NJ
Charles Weidman
Bedminster, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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