Benjamin Earls is a CFP-designated registered investment advisor at Earls Financial, based in Lindale, TX, with 3 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Charitable Giving, Education Planning, and 7 more. Their firm serves 40 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.99% |
Fees are negotiable. Wealth management clients receive financial planning services at no additional fee. Separate flat fee schedules apply to fee-based annuities held at Jackson National.
Fee Estimator
Contact
Benjamin Earls
Location
Lindale, TX
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 →Employment History
Current Registrations
Earls Financial
Previous Registrations
Advisor Resource Council
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.
Exams
More Advisors
- Donald Brandon, CFPEdward Jones
- David Breedlove, ChFCDean Wealth Management, LLC