Ian Weiner, CFP®, CEPA®
5.0 stars · 1 review · Serves Nationwide · Specializes in Business Executives, Business Owners/Entrepreneurs, Equity Compensation
Personal CFO for owners, executives, and families. One quarterback for planning, tax, estate, and investment decisions. Built for irreversible calls: sales, exits, equity comp, inheritance.
Services
- 401(k) & IRA Management
- Alternative Investments
- Asset Allocation
- Business Succession Planning
- Cash Flow Management
- Charitable Giving
- Estate Planning
- Executive Compensation
- Exit Planning
- Family Wealth Transfer
- Financial Advice & Coaching
- Financial Planning
- Individual Tax Preparation
- Insurance Planning
- Investment Management
- Life Transition Planning
- Pension Planning
- Philanthropic Planning
- Portfolio Management
- Portfolio Rebalancing
- Real Estate Advisory
- Retirement Planning
- Risk Management
- Social Security Planning
Pricing
- The Diagnostic — $1,500–$3,500 one-time
- Equity Comp Financial Planning + Tax Prep — $6,500–$12,500 one-time
- Business Succession Planning — $0 custom
- Custom Flat Fee Plan — $0 one-time
- Private Wealth Management — $0 custom
Reviews
Roselie Conley
5 stars
2025-10-30T23:04:46.218+00:00
For 2+ years, he has advised/supports my financial goals and that will enable me to fully enjoy my retirement lifestyle. I'm about a year away from being non-employed. I highly recommend him. He can make a difference with your resources. No regrets. Call Ian!
Frequently asked questions
- What is your account minimum?
- We don't have a hard asset minimum. What we have is a fit threshold. If you have meaningful complexity (business ownership, equity comp, multi-generational planning, or upcoming irreversible decisions), the work is material on both sides. If your situation is under $250K with a pure accumulation need, globally diversified ETFs or Mutual Funds are a great place to start.
- Are you fee-only?
- We're a hybrid. Revenue comes from asset management fees, flat planning fees, and commissions on insurance or alternative products when those are genuinely the right tool. All sources disclosed before you sign. The line between "fee-only" and "fee-based" is less useful than people pretend. What matters is whether the advice is good and the incentives are visible.
- Do you work with clients outside Arkansas?
- Yes. We're based in Northwest Arkansas and serve clients across the country. The diagnostic and ongoing engagement are both built to run virtually with the same depth as in-person work. Many of our clients we've never met in the same room.
- How is the Personal CFO model different from a typical advisor?
- A traditional advisor sells you a portfolio and reviews it once a year. A Personal CFO helps you run your financial life: planning, tax, estate, investment, business and equity comp decisions, risk positioning. One quarterback, one integrated view, one set of meetings instead of six.
- What does the Diagnostic actually deliver?
- You walk out with your top three financial opportunities across tax, investment, estate, business, and equity comp, each ranked by the dollar upside of capturing them. We show our math and tell you what to act on first. Yours to keep whether you engage us long-term or not.
- Do I have to hand over my investment accounts to work with you?
- No. Several of our engagements (Equity Comp + Tax, Business Owner Strategy, Estate & Legacy, Custom Flat-Fee) are flat-fee planning relationships that don't require investment management. If the full Personal CFO relationship makes sense, AUM-based pricing is the default. Either way, you choose.
- What if we engage and it turns out we're not the right fit?
- We'd rather know in the diagnostic phase than 18 months in, which is part of why the diagnostic exists. If we're not the right team for you, we'll say so directly and (if possible) introduce you to a firm that fits better. We don't keep clients who shouldn't be ours.