Benjamin Birken is a CFP-designated registered investment advisor at Pisces Financial Advisors, LLC, based in Chapel Hill, NC, with 17 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 12 clients with $56M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pisces Financial Advisors offers investment management as part of its wealth management engagement. The firm charges an annual fixed fee for this service, ranging from $5,000 to $30,000. The fee is customized based on the amount of assets managed, where the assets are held, the services the client receives, the complexity of the client's financial situation, and the client's ongoing planning needs. There is a $5,000 minimum annual fee. Clients with portfolios less than $250,000 may effectively pay more than 2% of their assets in fees.
Contact
Benjamin Birken
Location
Chapel Hill, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Benjamin is the Vice-President for Customer Success and Engagement at Holistiplan, LLC, a financial services software company. This position, which started in April 2021, involves overseeing support, educating users, and contributing to product ideas, taking nearly full-time hours, with 90% occurring during securities trading hours.
Employment History
Current Registrations
Pisces Financial Advisors, LLC
Previous Registrations
Woodward Financial Advisors, INC.
Woodward Financial Advisors, LLC
State Registrations1 state
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Additional Information
I received my bachelor's degree from the University of California at Berkeley and a master's degree from the University of Colorado. I am a CERTIFIED FINANCIAL PLANNER™ professional and have been a regional board member and member of the Leadership Development Committee for the National Association of Personal Financial Advisors (NAPFA), an organization of fee-only financial planners. In my spare time, I love reading, stand-up comedy, playing guitar, classic movies, singing poorly at karaoke (but always giving my best performance), and, most importantly, spending time with my two children.