Benjamin Stauffer is a CFP-designated registered investment advisor at Lindy Wealth, LLC, based in Los Angeles, CA, with 4 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, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Lindy Wealth charges an annual flat fee ranging from $1,000 to $20,000 for wealth management services, but fees can exceed $20,000 for clients with highly complex planning needs. The specific fee is determined based on the complexity of the client’s financial situation, the level of planning required, and the estimated time, research, and resources necessary. Fees are paid quarterly in advance.
Location
Los Angeles, CA
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
Lindy Wealth, LLC
Previous Registrations
Mariner Wealth
Ameriprise Financial Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
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.