Benjamin Birken is a CFP-designated registered investment advisor at Pisces Financial Advisors, LLC, based in Chapel Hill, NC, with 18 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 12 clients with $56M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pisces Financial Advisors charges an annual fixed fee for its wealth management services, which include investment management. The fee ranges from $5,000 to $30,000 per year, depending on factors such as portfolio size, account types, and financial complexity. There is a minimum annual fee of $5,000, which is typically billed quarterly at $1,250. Because of this minimum fee, accounts with less than $250,000 under management would effectively pay more than 2% per year.
Contact
Benjamin Birken
Location
Chapel Hill, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Benjamin is the Vice-President for Customer Success and Engagement at Holistiplan, LLC, a financial services software company. This position, which started in April 2021, involves overseeing support, educating users, and contributing to product ideas, taking nearly full-time hours, with 90% occurring during securities trading hours.
Employment History
Current Registrations
Pisces Financial Advisors, LLC
Previous Registrations
Woodward Financial Advisors, INC.
Woodward Financial Advisors, LLC
State Registrations1 state
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
Additional Information
I received my bachelor's degree from the University of California at Berkeley and a master's degree from the University of Colorado. I am a CERTIFIED FINANCIAL PLANNER™ professional and have been a regional board member and member of the Leadership Development Committee for the National Association of Personal Financial Advisors (NAPFA), an organization of fee-only financial planners. In my spare time, I love reading, stand-up comedy, playing guitar, classic movies, singing poorly at karaoke (but always giving my best performance), and, most importantly, spending time with my two children.
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