Benjamin Webster is a CFP-designated registered investment advisor at Advisor 123 LLC, based in Caledonia, MI, with 10 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.
Compensation
Firm Size
IM Fee
Fee Structure
- The negotiated hourly fee for financial planning services is between $20 and $100.
Location
5659 N Kraft Lake Dr, Caledonia, MI, 49316
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Benjamin is a managing partner/IAR at Advisor 123 LLC, spending about a quarter of his time providing signals to other investment advisors. He is also a managing member/IAR/insurance agent at Aspire Wealth, dedicating nearly full-time hours to investment advisory services and insurance.
Employment History
Current Registrations
Advisor 123 LLC
Aspire Wealth
Previous Registrations
Retirement Wealth Advisors, INC.
Formula Folio Investments
LPL Financial LLCBroker
LPL Financial 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.