Benjamin Koala is a CFP, PFS-designated registered investment advisor at Koala Financial, based in Bonita, CA, with 11 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, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Fees are generally negotiable.
Fee Estimator
Location
5012 Central Avenue, Suite J, Bonita, CA, 91902
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 →Other Business Activities
Benjamin is a Finance Officer in the Air National Guard, drilling one weekend a month. He is also one-third owner and CFO of Koala Financial, Inc., a financial services, tax, and accounting firm, taking up nearly full-time hours, and is involved in various roles with the Chula Vista Rotary Club and Foundation, and ATS Advanced Tax Strategies.
Employment History
Current Registrations
Koala Financial
Previous Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
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
More Advisors
- James Sias, CFPCount Your Beans Financial Planning LLC
- Jose Armenta, CFP, ChFCCreate Your Path LLC