Benjamin Fuhriman
Benjamin Fuhriman is a CFP-designated registered investment advisor at Teton Crest Wealth Planning, based in Idaho Falls, ID, with 7 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 158 clients with $13M 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 $100K | 1.50% |
| $100K - $300K | 1.25% |
| $300K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4M+ | 0.60% |
Fees are negotiable. Account minimum of $10,000 may be waived. Under no circumstances will fees be greater than 2%.
Fee Estimator
Location
482 Constitution Way, Suite 111, Idaho Falls, ID, 83402
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 ActivitiesSells Insurance
Benjamin works as an insurance agent representing various insurance companies since 2010, and is a partner in a social media app venture since 2021. Since 2022, Benjamin also serves as a Precinct Committeeman and is a candidate for public office, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Teton Crest Wealth Planning
Previous Registrations
Arbor Point Advisors
Securities America, INC.Broker
Kms Financial Services, INC.Broker
Kms Financial Services, INC
Cetera Advisors LLC
Cetera Advisors LLCBroker
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.