Benjamin Coakley is a CFP-designated registered investment advisor at Farther, based in Jefferson City, MO, 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, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 14,965 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range from negotiable up to 2.00% depending on account complexity, asset amount, and independent managers utilized.
Fee Estimator
Location
Jefferson City, MO
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Benjamin is a 50% owner of Southern Heritage Investments, LLC, a real estate investment company, dedicating a few hours per week. He also works as an insurance broker for Mass Mutual since 2004 and is a member/insurance agent at Rx Insurance Group, LLC since 2021.
Employment History
Current Registrations
Farther
Previous Registrations
Waypoint Strategic Advisors
Strategic Financial Decisions, LLC
State Registrations2 states
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
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