Ben Gajardo
Gajardo Wealth Management · American Fork, Utah
Ben Gajardo is a fee-only financial advisor at Gajardo Wealth Management in American Fork, Utah, who holds the CFP credential. Ben focuses on retirement planning, small business owners and physicians & residents. Gajardo Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Physicians
- Founders
Facts
| Firm | Gajardo Wealth Management |
|---|---|
| Based in | American Fork, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $7.2M across 96 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NV, UT · CRD 7464016 |
| Exams passed | Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | gajardowealth.com |
| Profile |
How Ben's firm compares
- Gajardo Wealth Management's average account is about $75,000, from its Form ADV (assets managed divided by 96 accounts).
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Questions about Ben
Is Ben Gajardo a fee-only financial advisor?
Yes. Ben Gajardo is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Ben's firm.
How does Ben charge for financial advice?
Ben's firm, Gajardo Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ben Gajardo based?
Ben Gajardo is based in American Fork, Utah.
What does Ben specialize in?
Ben's specialties include retirement planning, small business owners and physicians & residents. Ben works with retirees, pre-retirees, physicians and founders.
What credentials does Ben Gajardo hold?
Ben Gajardo holds the CFP credential.
Is Ben Gajardo registered with the SEC?
Yes. Ben Gajardo is registered as an investment adviser representative in NV and UT (CRD 7464016), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Gajardo Wealth Management manage?
Gajardo Wealth Management reports $7.2M across 96 accounts in assets under management.
How do I contact Ben Gajardo?
Through Ben's website, gajardowealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Gajardo Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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