Advisor at Dixon and Company Wealth Management, LLC
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Firm
Dixon and Company Wealth Management, LLC
Location
Winston Salem, NC 27106
Credentials
CFP®, Series 63, Series 66
Industry experience
12 years
Benjamin Shamberger is a CFP® professional with 12 years of experience in financial advising, currently with Dixon and Company Wealth Management, LLC in Winston Salem, NC. His career includes roles at Fidelity Investments and Purshe Kaplan Sterling Investments. Outside of advising, he co-founded and co-hosts The Financial Edge Podcast and is a contributing author to the financial education book *Money & Stuff*. He also serves as president of the Greensboro Leads Group, a local networking organization. Dixon and Company Wealth Management is a supported advisory firm managing approximately $57.6 million for individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and short-term financial coaching, using a mix of long- and short-term strategies including options, supported by third-party analytical tools and AI. It also provides commissionable insurance and variable insurance products alongside advisory services.
Based on Dixon and Company Wealth Management, LLC
Based on Dixon and Company Wealth Management, LLC
Comprehensive financial planning fees: $2,500 for net worth <$1M, $5,000 for $1M-$2.49M, $7,500 for $2.5M-$4.99M, $10,000 for $5M-$10M, 0.1% of net worth over $10M
$10,000 - $99,999: 1.30% for non-financial planning clients; 1.20% for financial planning clients $100,000 - $499,999: 1.25% for non-financial planning clients; 1.15% for financial planning clients $500,000 - $999,999: 1.10% for non-financial planning clients; 1.00% for financial planning clients $1,000,000+: 0.95% for non-financial planning clients; 0.85% for financial planning clients
Representatives may receive commissions for sale of securities and insurance products, but commissions are not the primary source of income
$200/hour for hourly financial planning with 1 hour minimum
Minimum fee: $100 annually for accounts between $5,000 and $10,000 Fee-only: Advisory fees charged as percentage of AUM or fixed fees for financial planning and coaching; commissions are secondary
155 Sunnynoll Ct, Suite 101
Winston Salem, NC 27106
Florida · North Carolina · Texas
Dixon & Company Wealth Management
2024 - Present (2 years)
Ben Shamberger Holdings, LLC
2024 - Present (2 years)
Purshe Kaplan Sterling Investments
2024 - Present (2 years)
Purshe Kaplan Sterling Investments
2021 - 2022 (1 year)
Dixon & Company Wealth Management
2019 - Present (7 years)
Fidelity Personal and Workplace Advisors
2018 - 2019 (1 year)
Fidelity Investments
2014 - 2019 (5 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.
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Dixon and Company Wealth Management, LLC
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