BT
CFP
BT
CFP

Benjamin Tesson

3 Years of Experience
Ft. Collins, CO

Benjamin Tesson is a CFP-designated registered investment advisor at Facet, based in Ft. Collins, CO, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 14,741 clients with $7.6B in assets under management.

Compensation
Fixed/Hourly
Firm Size
79 advisors
Number of Clients
14,741 clients
Average Client Portfolio
$516K average
Assets Under Management
$7.6B

Fee Structure

Planning is included in investment management

Facet Wealth includes investment management at no extra charge as part of your financial planning membership. Because the investment management is bundled into your flat annual membership fee, you do not pay a separate percentage of your portfolio value to have your investments managed.

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Location

Ft. Collins, CO

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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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Employment History
Current Registrations
Facet
October 2022 - Present · 4 yrs
State Registrations2 states
COTX
Advisor

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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