BF
CFP

Ben Howard Feldmeyer

31 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
105 advisors
Number of Clients
5,456 clients
Average Client Portfolio
$889K average
Assets Under Management
$4.8B

Fee Structure

Financial Plan Fee:$100 - $25,000
Hourly Rate:$100 - $500/hr

Investment management fees range from 0.05% to 2.00% annually, depending on the size and complexity of the client relationship. Financial planning is offered on an hourly basis ($100-$500/hour) or fixed fee basis ($100-$25,000 per billing period). Fees are negotiable. Clients using SMArtX also pay a platform fee.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

6500 Centerville Business Pkwy, Dayton, OH, 45459

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Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2014
Denied
Customer Dispute
September 2004
Closed-No Action
Other Business ActivitiesSells Insurance

Ben is a financial advisor and agent selling fixed insurance products, dedicating nearly full-time hours to these activities. He also co-owns a consulting service for individuals going through divorce and is involved in several other ventures, including serving as president of Bfeld & Co, LLC and vice president of a condo association.

Employment History
Current Registrations
Oneseven
September 2023 - Present · 2 yrs 4 mos
Purshe Kaplan Sterling InvestmentsBroker
September 2023 - Present · 2 yrs 4 mos
Previous Registrations
Ameriprise Financial Services, LLC
September 1999 - September 2023 · 24 yrs
Ameriprise Financial Services, LLC Broker
January 1994 - September 2023 · 29 yrs 8 mos
Ids Life Insurance CompanyBroker
January 1994 - July 2006 · 12 yrs 6 mos
State Registrations10 states
CACOILINNEOHSCTXVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.