TrueAdvisor
TrueAdvisor
BH
CFP
BH
CFP

Benjamin Hout

Golden Reserve Retirement, LLC
10 Years of Experience
Cincinnati, OH
Sells Insurance
View SEC Summary
View SEC Summary

Benjamin Hout is a CFP-designated registered investment advisor at Golden Reserve Retirement, LLC, based in Cincinnati, OH, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2,008 clients with $540M in assets under management.

Golden Reserve Retirement, LLC
Compensation
Fixed/Hourly
Firm Size
27 advisors
Number of Clients
2,008 clients
Average Client Portfolio
$271K average
Assets Under Management
$544.3M

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$5,500
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
AnyIncluded

Golden Reserve Retirement charges a negotiated fixed annual fee between $5,500 and $15,000 for combined portfolio management and financial planning, rather than a direct percentage of assets under management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

9545 Kenwood Road, Suite 204, Cincinnati, OH, 45242

Get directions

History

Regulatory History
Clean regulatory record

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 is a licensed insurance agent selling insurance and annuity products since October 2024. This takes about a quarter of his time, including during securities trading hours.

Employment History
Current Registrations
Golden Reserve Retirement, LLC
October 2024 - Present · 2 yrs
Previous Registrations
Horter Investment Management, LLC
November 2023 - October 2024 · 11 mos
Cerity Partners LLC
June 2023 - September 2023 · 3 mos
Argi Investment Services, LLC
September 2022 - April 2023 · 7 mos
Fifth Third Securities, INC.
September 2018 - September 2022 · 4 yrs
Fifth Third Securities, INC.Broker
November 2015 - September 2022 · 6 yrs 10 mos
State Registrations4 states
FLINKYOH
Advisor

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
No exam information available for this advisor.
More Advisors
More financial advisors in Cincinnati, OH →All financial advisors in Ohio →