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Benjamin Stille

Fiscal Wisdom Wealth Management LLC
19 Years of Experience
Delray Beach, FL
Sells Insurance
View SEC Summary
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Benjamin Stille is a registered investment advisor at Fiscal Wisdom Wealth Management LLC, based in Delray Beach, FL, with 19 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,828 clients with $390M in assets under management.

Fiscal Wisdom Wealth Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
2,828 clients
Average Client Portfolio
$136K average
Assets Under Management
$386.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are calculated as a percentage of assets under management up to a maximum of 2% per year. The minimum annual fee is $1,000, and fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Delray Beach, FL

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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 ActivitiesSells Insurance

Benjamin is an independent insurance agent at BGS Financial Services, LLC since 2008, offering insurance products from various companies. This takes about 10-20% of his time, including 2 hours per day during securities trading hours.

Employment History
Current Registrations
Fiscal Wisdom Wealth Management LLC
April 2022 - Present · 4 yrs 6 mos
Previous Registrations
Mccloskey & Associates, P.A.
April 2018 - April 2022 · 4 yrs
Cjs Financial Advisers / Cjsf Advisers
November 2014 - March 2018 · 3 yrs 4 mos
Davenport Wealth Management LLC
January 2014 - October 2014 · 9 mos
Cambridge Investment Research Advisors, INC.
January 2008 - December 2013 · 5 yrs 11 mos
MML Investors Services, INC.
August 2006 - December 2007 · 1 yr 4 mos
State Registrations1 state
FL
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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