Benjamin Dobler is a CFP-designated registered investment advisor at Financial Rounds, based in Cincinnati, OH, with 6 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, Insurance Planning, Investment Management, Medical Professionals, and 2 more. Their firm serves 188 clients with $210M 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 $250K | 1.25% |
| $250K - $1.5M | 1.00% |
| $1.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. Clients who also sign up for flat fee financial planning can get a 0.25% reduction in investment management fees.
Fee Estimator
Contact
Benjamin Dobler
Location
4555 Lake Forest Drive, Ste 650, Cincinnati, OH, 45242-3785
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 Activities
Benjamin is the founder and sole owner of Stewardship Financial Counsel, offering tax preparation and financial coaching services since May 2020. He spends minimal time on this activity, including preparing tax returns, writing blog posts, and communicating with clients.
Employment History
Current Registrations
Financial Rounds
Previous Registrations
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
State Registrations3 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.
Exams