Benjamin Waller is a CFA, CFP-designated registered investment advisor at Wbh Advisory, INC., based in Baltimore, MD, with 16 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, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 746 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WBH Advisory charges a fee based on a percentage of the assets they manage. For new clients, this fee ranges from 0.45% to 1.2% per year, depending on various factors. For clients who engaged WBH prior to January 1, 2026, fees can range from 0.10% to 1.75% per year. WBH may charge a higher advisory fee for the equity than fixed income portions of certain client portfolios. There is a minimum quarterly advisory fee of $1,500 for new clients.
Contact
Benjamin Waller
Location
1829 Reisterstown Road, Suite 225, Baltimore, MD, 21208
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Wbh Advisory, INC.
State Registrations2 states
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Exams
Additional Information
A native of Baltimore, Ben lives in Canton with his wife, Tracy, daughter Emilia, and their dog, Penny. Ben graduated from the Gilman School before attending Franklin and Marshall College, where he majored in Business and English. He enjoys spending time with family, playing golf, reading, and trips to the park with the dog.