Benjamin Waples is a registered investment advisor at Advisornet Wealth Partners, based in Minnetonka, MN, with 21 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,712 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AdvisorNet Wealth Partners' investment management fee is negotiable, not exceeding 2.50% annually, for both wrap and non-wrap fee arrangements. The wrap fee includes trade execution, custody, reporting, and investment management fees. The non-wrap fee does not include these additional costs. Fees may be lower or waived based on various criteria. Cash is considered an asset class and included in fee calculations.
Location
110 Cheshire Lane, Suite 200, Minnetonka, MN, 55305
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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.
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Benjamin is involved in retirement plan sales and financial planning/asset management through AdvisorNet and AdvisorNet Wealth Partners. These activities take up nearly full-time hours.
Employment History
Current Registrations
Advisornet Wealth Partners
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Principal Securities, INC.
Principal Funds Distributor, INC.Broker
Principal Securities, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations13 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.