MAXINE WEINER, CFP(R)

The CERTIFIED FINANCIAL PLANNER designation mandates a fiduciary duty to clients — placing their interests ahead of the advisor's — alongside demonstrated competency across retirement, tax, estate, investment, and insurance planning. CFP professionals complete a board-registered education program, pass a comprehensive exam, and meet ongoing ethics and continuing education requirements. Weiner's use of the mark signals her adherence to these standards.

The firm-level registration status is not determinable from public records without a confirmed CRD number or SEC/IARD filing. However, as a practicing CFP offering personalized investment advice, Weiner likely operates through a state-registered or SEC-registered RIA structure common to independent financial planners. Direct confirmation with the firm is the only way to verify specific registration and any related Form ADV disclosures.

Independent CFP practitioners commonly charge through a combination of asset-based fees (a percentage of assets under management), flat retainer fees for ongoing planning, or one-time financial plan project fees. Weiner's specific fee schedule is not published and must be obtained directly. The model is designed to remove commission-driven conflicts, differentiating it from traditional brokerage arrangements.

Client assets are almost certainly held at an independent third-party custodian — such as Charles Schwab, Fidelity, or Pershing — which provides client statements, trade execution, and SIPC protection. This custodial separation is standard practice for solo advisors who do not hold client funds in-house, insulates assets from the advisory firm's operating risk, and allows clients to manage transfer of custodied assets on their own timeline.

No verified AUM or client-household count is available from public sources. Given the solo-practitioner structure, the book likely comprises dozens to low-hundreds of households typical of lifestyle financial planning practices rather than the high-net-worth focus of multi-family offices run by large teams.