BH
CFP
BH
CFP

Benjamin Hardin

9 Years of Experience
Louisville, KY

Benjamin Hardin is a CFP-designated registered investment advisor at Cerity Partners LLC, based in Louisville, KY, with 9 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Divorce Planning, and 8 more. Their firm serves 26,230 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
740 advisors
Number of Clients
26,230 clients
Average Client Portfolio
$6.2M average
Assets Under Management
$161.7B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiable based on the size and complexity of the relationship, and generally do not exceed 1.50% per year. Minimum annual fees may apply to smaller accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2201 High Wickham Place, Louisville, KY, 40245

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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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Employment History
Current Registrations
Cerity Partners LLC
April 2023 - Present · 3 yrs 6 mos
Previous Registrations
Argi Investment Services, LLC
July 2017 - April 2023 · 5 yrs 9 mos
State Registrations2 states
GAKY
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.
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