Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
1,945 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$3.3B

Fee Structure

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Location

4600 W. Cypress Street, Suite 405, Tampa, FL, 33607

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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
Assuredpartners Investment Advisors
October 2024 - Present · 1 yr 4 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Benjamin Jason Wolf - Financial Advisor | TrueAdvisor