Ben Brackett
Exponent Wealth · Orem, Utah
Ben Brackett is a fee-only financial advisor at Exponent Wealth in Orem, Utah, who holds the CFP credential. Exponent Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Exponent Wealth |
|---|---|
| Based in | Orem, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $110.4M across 464 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in UT · CRD 6910752 |
| Exams passed | Series 66 (2018) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.crescerawealth.com |
| Profile |
How Ben's firm compares
- Exponent Wealth's average account is about $238,000, from its Form ADV (assets managed divided by 464 accounts).
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Questions about Ben
Is Ben Brackett a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ben holds no broker registration, and Exponent Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ben charge for financial advice?
Ben's firm, Exponent Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Ben Brackett based?
Ben Brackett is based in Orem, Utah.
What credentials does Ben Brackett hold?
Ben Brackett holds the CFP credential.
Is Ben Brackett registered with the SEC?
Yes. Ben Brackett is registered as an investment adviser representative in UT (CRD 6910752), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Exponent Wealth manage?
Exponent Wealth reports $110.4M across 464 accounts in assets under management.
How do I contact Ben Brackett?
Through Ben's website, www.crescerawealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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