Ben McCollum
Pacific Point Wealth Management · Carlsbad, California
Ben McCollum is a fee-only financial advisor at Pacific Point Wealth Management in Carlsbad, California. Ben charges a percentage of assets and focuses on retirement planning and estate & legacy planning.
Request an introduction to Ben →
Specialties
Who they serve
- Early-career professionals
Facts
| Firm | Pacific Point Wealth Management |
|---|---|
| Based in | Carlsbad, California |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $6.4M across 35 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6087460 |
| Exams passed | Series 66 (2018) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | pacificpointwealthmanagement.com |
Request an introduction to Ben
Tell Ben a little about what you're looking for. Ben isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Ben
Is Ben McCollum a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ben holds no broker registration, and Pacific Point Wealth Management 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 charges a percentage of assets.
Where is Ben McCollum based?
Ben McCollum is based in Carlsbad, California.
What does Ben specialize in?
Ben's specialties include retirement planning and estate & legacy planning. Ben works with early-career professionals.
Is Ben McCollum registered with the SEC?
Yes. Ben McCollum is registered as an investment adviser representative in CA (CRD 6087460), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pacific Point Wealth Management manage?
Pacific Point Wealth Management reports $6.4M across 35 accounts in assets under management.
How do I contact Ben McCollum?
Through Ben's website, pacificpointwealthmanagement.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
- Pacific Point Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.