BH
BH

Benjamin Hubler

5 Years of Experience
Chambersburg, PA
BrokerSells Insurance

Benjamin Hubler is a registered investment advisor at First Heartland Consultants, INC., based in Chambersburg, PA, with 5 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 6,461 clients with $2.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
99 advisors
Number of Clients
6,461 clients
Average Client Portfolio
$323K average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$6.5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Maximum fee is 1.75% annually. Fees are negotiable and paid quarterly in advance.

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

445 Phoenix Dr, Chambersburg, PA, 17201

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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 is an employee of Erickson Financial, marketing insurance and financial services since April 2021. He also provides investment advisory services through First Heartland Consultants since November 2021.

Employment History
Current Registrations
First Heartland Consultants, INC.
November 2021 - Present · 4 yrs 11 mos
First Heartland Capital, INC.Broker
July 2021 - Present · 5 yrs 3 mos
State Registrations1 state
PA
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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