BP
BP

Benjamin Ross Peters

12 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
642 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$1.2B

Fee Structure

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Location

1850 Mt. Diablo Boulevard, Suite 335, Walnut Creek, CA, 94596

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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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Other Business Activities

Benjamin is a co-founder of Pickmoto, a mobile application company, since 2012. He spends minimal time on task management, bug-tracking, and outreach during nights and weekends.

Employment History
Current Registrations
Burton Enright Welch
March 2014 - Present · 11 yrs 11 mos
Previous Registrations
Napa Valley Wealth Management
October 2013 - June 2016 · 2 yrs 8 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.