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Benjamin Stark

Vision Retirement
10 Years of Experience
Ridgewood, NJ
BrokerSells Insurance
View SEC Summary
View SEC Summary

Benjamin Stark is a registered investment advisor at Vision Retirement, based in Ridgewood, NJ, with 10 years of industry experience. Benjamin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,119 clients with $630M in assets under management.

Vision Retirement
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
1,119 clients
Average Client Portfolio
$566K average
Assets Under Management
$633.7M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Maximum annual fee is 1.25% for standard fiduciary investment management, and up to 2.5% for wrap fee program accounts. Automated investing through VR Robo is charged at a flat 0.75%.

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

Location

171 East Ridgewood Avenue, Suite 205, Ridgewood, NJ, 07450

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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.

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Other Business ActivitiesSells Insurance

Benjamin operates Ridgewood Financial Advisors as a DBA for his LPL business. He is also an insurance producer, selling non-variable insurance, dedicating about 10-20% of his time to this activity. Additionally, Benjamin provides investment advisory services through Vision Retirement, LLC, spending nearly full-time on this endeavor.

Employment History
Current Registrations
Vision Retirement
August 2021 - Present · 5 yrs 2 mos
LPL Financial LLCBroker
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
Park Avenue Securities LLC
January 2017 - August 2021 · 4 yrs 7 mos
Park Avenue Securities LLCBroker
August 2016 - August 2021 · 5 yrs
State Registrations9 states
CTFLMANCNJNYSCTXVA
AdvisorBrokerBoth

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.
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