Benjamin Westerman
Benjamin Westerman is a CFP, PFS-designated registered investment advisor at Cliftonlarsonallen Wealth Advisors, LLC, based in St. Louis, MO, with 12 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 7,354 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.10% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees charged quarterly in advance. Separate fees may be charged for financial planning update services, as well as other services. Fees may be individually negotiated.
Fee Estimator
Location
600 Washington Street, Suite 1800, St. Louis, MO, 63101
Get directionsHistory
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 →Employment History
Current Registrations
Cliftonlarsonallen Wealth Advisors, LLC
Previous Registrations
Onedigital Investment Advisors
Hm Capital Management, LLC
State Registrations8 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
More Advisors
- Jolene Potts, CFPCliftonlarsonallen Wealth Advisors, LLC
- Steven Jones, CFA, CFPCliftonlarsonallen Wealth Advisors, LLC
- Michael Follis, CFPMoneta Group Investment Advisors, LLC
- Bryan Hebron, CFPMoneta Group Investment Advisors, LLC
- Andrew Phipps, CFPDetalus Advisors, LLC
- Samuel Elmore, CFANisa Investment Advisors, LLC