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CFP
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CFP

Benjamin Dum

River Wealth Advisors LLC
30 Years of Experience
Camp Hill, PA
View SEC Summary
View SEC Summary

Benjamin Dum is a CFP-designated registered investment advisor at River Wealth Advisors LLC, based in Camp Hill, PA, with 30 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 900 clients with $1.5B in assets under management.

River Wealth Advisors LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
900 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Fees are negotiable and generally range up to 1.25% annually based on the size and complexity of the portfolio. Billed quarterly in arrears.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

100 Corporate Center Drive, Suite 102, Camp Hill, PA, 17011

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Benjamin volunteers with Partnership for Better Health, serving on the Finance Committee and dedicating minimal time. He also owns rental property, spending minimal time on this activity.

Employment History
Current Registrations
River Wealth Advisors LLC
May 2022 - Present · 4 yrs 5 mos
Previous Registrations
Advice and Planning Services
June 2014 - April 2022 · 7 yrs 10 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
May 2014 - April 2022 · 7 yrs 11 mos
Charles Schwab & CO., INC.Broker
May 2000 - April 2014 · 13 yrs 11 mos
Edward JonesBroker
June 1996 - May 2000 · 3 yrs 11 mos
State Registrations2 states
PATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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