Benjamin Gajardo is a CFP-designated registered investment advisor at Gajardo Wealth Management LLC, based in Lehi, UT, 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 Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 28 clients with $7.2M 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 $1.5M | 1.00% |
| $1.5M - $3.0M | 0.70% |
| $3.0M - $6.0M | 0.50% |
| $6M+ | 0.35% |
Fees are negotiable at the firm's discretion for friends, family, existing clients, or anticipated future assets.
Fee Estimator
Contact
Benjamin Gajardo
Location
2901 W. Bluegrass Blvd, Suite 200-504, Lehi, UT, 84048
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
Gajardo Wealth Management LLC
Previous Registrations
Olympus Wealth Management, LLC
Commonwealth Financial Network
State Registrations2 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
Additional Information
My name is Ben Gajardo, CFP®, and I am a dedicated Certified Financial Planner™ professional. With a profound commitment to helping individuals realize their financial dreams, I established Gajardo Wealth Management to address the unique financial planning needs of small business owners, medical professionals, and professors.
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