Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
725 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$1.5B
Fee Structure
Minimum Annual Fee:$4,000
Loading...
Contact
Benjamin M Waller
Location
1829 Reisterstown Road, Suite 225, Baltimore, MD, 21208
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Wbh Advisory, INC.
September 2009 - Present · 16 yrs 5 mos
State Registrations2 states
MDTX
Advisor
Exams
No exam information available for this advisor.
Additional Information
A native of Baltimore, Ben lives in Canton with his wife, Tracy, daughter Emilia, and their dog, Penny. Ben graduated from the Gilman School before attending Franklin and Marshall College, where he majored in Business and English. He enjoys spending time with family, playing golf, reading, and trips to the park with the dog.
Contact
Benjamin M Waller