Benjamin Dierkes
Benjamin Dierkes is a CFP-designated registered investment advisor at Wilkerson Advisory Group LLC, based in Columbia, MO, with 13 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 582 clients with $330M 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 | 1.50% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
200 Southampton Dr, Suite 101, Columbia, MO, 65203
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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 sells fixed insurance products through The W Group, LLC since 2017, dedicating about 10-20% of his time. He also works as a tax consultant for WR Tax Planners LLC since 2023, spending a few hours per week.
Employment History
Current Registrations
Wilkerson Advisory Group LLC
Previous Registrations
Wr Wealth Planners LLC
V Wealth Advisors LLC
LPL Financial LLCBroker
Waddell & Reed
Waddell & ReedBroker
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.