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ChFC

Benjamin Zaharias

Gradient Wealth Management
23 Years of Experience
Ocala, FL
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Benjamin Zaharias is a ChFC-designated registered investment advisor at Gradient Wealth Management, based in Ocala, FL, with 23 years of industry experience. Benjamin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 3 more. Their firm serves 4,553 clients with $610M in assets under management.

Gradient Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
98 advisors
Number of Clients
4,553 clients
Average Client Portfolio
$134K average
Assets Under Management
$607.9M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is up to 2.00% of assets under management. Fees are negotiable and may vary based on the money manager selected and account size.

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

Location

1740 SE 18th Street, Suite 1301, Ocala, FL, 34471

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
April 2019
Final Disposition
Customer Dispute
November 2012
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Benjamin is involved in several outside business activities. He operates Central Florida Wealth Management, Inc. for financial services and insurance sales, owns 18th Circle Properties LLC and DRZ Properties, LLC for rental properties, and works as a martial arts instructor. He dedicates minimal time to each of these activities.

Employment History
Current Registrations
Gradient Wealth Management
April 2015 - Present · 11 yrs 6 mos
Gradient Securities, LLCBroker
May 2012 - Present · 14 yrs 5 mos
Previous Registrations
Gradient Advisors, LLC
May 2012 - April 2015 · 2 yrs 11 mos
Brookstone Investment Advisory Services
February 2011 - May 2012 · 1 yr 3 mos
Brookstone Securities, INC.Broker
October 2009 - May 2012 · 2 yrs 7 mos
J.W. Cole Financial, INC.Broker
August 2006 - October 2009 · 3 yrs 2 mos
Linsco/private Ledger CORP.Broker
April 2006 - August 2006 · 4 mos
J.W. Cole Financial, INC.Broker
June 2004 - April 2006 · 1 yr 10 mos
National Planning CorporationBroker
January 2003 - June 2004 · 1 yr 5 mos
State Registrations14 states
ALAZCAFLGAMDNCNJNYOHORPASCWY
AdvisorBrokerBoth

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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