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CFP
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CFP

Benjamin Pettigrew

Redwood Park Advisors
21 Years of Experience
Redwood City, CA
Sells Insurance
View SEC Summary
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Benjamin Pettigrew is a CFP-designated registered investment advisor at Redwood Park Advisors, based in Redwood City, CA, with 21 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, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 122 clients with $170M in assets under management.

Redwood Park Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
122 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$170.3M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum annual fee is up to 1.25% for Asset Management and up to 1.50% for Comprehensive Portfolio Management. Fees are negotiable.

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

3 Twin Dolphin Drive, Suite 210, Redwood City, CA, 94065

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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 teaches high school students the basic fundamentals of money management, dedicating about 10% of his time. He is also an insurance agent since 2010, spending a few hours per week on insurance product sales and receiving commissions.

Employment History
Current Registrations
Redwood Park Advisors
June 2020 - Present · 6 yrs 4 mos
Previous Registrations
LPL Financial LLC
May 2012 - July 2020 · 8 yrs 2 mos
LPL Financial LLCBroker
May 2012 - July 2020 · 8 yrs 2 mos
Morgan Stanley Smith Barney LLC
September 2009 - May 2012 · 2 yrs 8 mos
Morgan Stanley Smith BarneyBroker
June 2009 - May 2012 · 2 yrs 11 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
February 2007 - April 2007 · 2 mos
Wachovia Securities, LLCBroker
January 2007 - February 2007 · 1 mo
Pension Planners Securities, INC.Broker
February 2006 - January 2007 · 11 mos
Woodbury Financial Services, INC.Broker
May 2004 - July 2005 · 1 yr 2 mos
State Registrations2 states
CATX
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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