Advisor at Capital City Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Capital City Wealth Management, Inc.
Location
Bismarck, ND 58504
Credentials
CFP®, Series 66
Industry experience
18 years
Benjamin Brandt is a CFP® with 18 years of industry experience, currently serving at Capital City Wealth Management, Inc. in Bismarck, ND. He has hosted the Retirement Starts Today Radio podcast since 2015 and is the sole member and content creator for Retire Ready Resources LLC, where he produces books, podcasts, YouTube channels, and online courses related to retirement. Capital City Wealth Management, Inc. serves individual and high-net-worth clients with discretionary investment management and comprehensive financial planning through a wrap fee program. The firm uses diversified, risk-based portfolios tailored by investment policy statements and risk-tolerance questionnaires, employing strategic, tactical, and dynamic allocation approaches with ongoing reviews.
Based on Capital City Wealth Management, Inc.
Based on Capital City Wealth Management, Inc.
$0 - $2,000,000: 1.50% annually $2,000,001 - $3,000,000: 0.75% annually $3,000,001 - $4,000,000: 0.65% annually $4,000,001+: 0.55% annually
Account minimum: $1,000,000
1000 Tacoma Avenue, Suite 200
Bismarck, ND 58504
North Dakota · Texas
The Retirement Tax Podcast
2021 - 2025 (4 years)
Limitless Advisor Coaching Program
2020 - 2021 (1 year)
Retire Ready Resources LLC
2019 - Present (7 years)
Retirement Starts Today Radio
2015 - Present (11 years)
Capital City Wealth Management, Inc.
2014 - Present (12 years)
Capital City Wealth Management, Inc.
2014 - Present (12 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65, Series 66
Bismarck, ND
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