BB
BB

Benjamin Blakelock

19 Years of Experience
Austin, TX
BrokerSells Insurance

Benjamin Blakelock is a registered investment advisor at VALIC Financial Advisors, INC., based in Austin, TX, 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 Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1277 advisors
IM Fee
Planning only
Assets Under Management
$26.4B

Fee Structure

  • Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
  • Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
  • The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
One-Time Plan:Up to $5,000
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Location

3737 Executive Center Drive, Suite 111, Austin, TX, 78731

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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 agent for AGIA selling non-securities insurance products since 2022, dedicating a few hours per week. This activity is not investment-related.

Employment History
Current Registrations
VALIC Financial Advisors, INC.Broker
September 2013 - Present · 12 yrs 8 mos
VALIC Financial Advisors, INC.
September 2013 - Present · 12 yrs 8 mos
Previous Registrations
USAA Financial Advisors, INC.Broker
December 2009 - September 2013 · 3 yrs 9 mos
USAA Financial Planning Services
December 2009 - September 2013 · 3 yrs 9 mos
Nylife Securities LLCBroker
October 2009 - November 2009 · 1 mo
Securian Financial Services, INC.Broker
April 2009 - August 2009 · 4 mos
Aig Retirement Advisors, INC.
January 2007 - March 2009 · 2 yrs 2 mos
Aig Retirement Advisors, INC.Broker
October 2006 - March 2009 · 2 yrs 5 mos
State Registrations4 states
NVTXUTVA
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.