Advisor at Wealthtrak Advisors
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Firm
Wealthtrak Advisors
Location
Virginia Beach, VA 23452
Credentials
CFP®, Series 63, Series 66
Industry experience
17 years
Benjamin Hawkins is a CFP®-certified financial advisor with 17 years of industry experience, currently serving at Wealthtrak Advisors in Virginia Beach, VA. His prior roles include positions at Purshe Kaplan Sterling Investments and Securities America Advisors. In addition to his advisory work, he owns and operates a CPA practice providing bookkeeping and tax services. Wealthtrak Advisors offers discretionary portfolio management and financial planning services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm employs a combination of fundamental, technical, and charting analysis to tailor portfolios to client objectives and risk tolerance.
Based on Wealthtrak Advisors
Based on Wealthtrak Advisors
Financial planning and advisory consulting fixed fees typically range from $495 to $7,500, negotiable.
$0 - $500,000: Up to 1.95% $500,000 - $1,000,000: 1.50% $1,000,000 - $4,000,000: 1.25% $4,000,000 - $7,000,000: 0.95% $7,000,000+: 0.75%
Certain individuals are registered representatives and insurance agents who may receive commissions separate from advisory fees.
Hourly financial planning fee of $250 per hour.
Account minimum: $100,000 Fee-only: Financial planning fixed fees typically range from $495 to $7,500, negotiable; hourly fee $250/hour.
272 Bendix Road, Suite 130
Virginia Beach, VA 23452
Texas · Virginia
Purshe kaplan Sterling Investments
2020 - Present (6 years)
Wealthtrak Capital Management, Llc
2020 - Present (6 years)
Securities America Advisors
2015 - 2020 (5 years)
SECURITIES AMERICA, inc.
2015 - 2020 (5 years)
Ben Hawkins Cpa P C
2014 - 2022 (8 years)
Residential Rental
2013 - Present (13 years)
Residential Rental
2013 - Present (13 years)
Wynn & Hawkins Pc
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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
Chesapeake, VA
Nexus Wealth Management, LLC
CFP®, Series 63
Virginia Beach, VA
Haven Financial Partners LLC
Series 65
Norfolk, VA
Coastal Asset Management LLC
Series 66
Norfolk, VA
Wallach Planning & Investments
CFP®
Virginia Beach, VA
Planning Within Reach, LLC
Series 63, Series 65
Virginia Beach, VA
Stages Planning Group, LLC
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