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Wegner Associates Inc. (Summit)


Wegner Associates Inc. is a large advisory firm based in Summit. It manages $47.09 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2001.

Wegner Associates provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Wegner Associates: assets under management

The assets under management (AUM) of Wegner Associates Inc. is $47.09 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $47.09 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.92 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Wegner Associates Inc. for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Summit

The principal office where Wegner Associates Inc. performs its advisory services is located at 390 Morris Ave. Ste. 37, Summit, NJ 07901 The mailing address of the firm is P.O.Box 860, Summit, NJ 07902. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 908-277-1717. The normal business hours are 9am-5pm on Monday - Friday.


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