# Ben Poulos

> Ben Poulos is a fee-only financial advisor at B&E Financial Services in Phoenix, Arizona, who holds the CFP and CRPC credentials. Ben focuses on retirement planning, tax planning and family wealth transfer. B&E Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/ben-poulos/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** B&E Financial Services
- **Based in:** Phoenix, Arizona
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $230K across 3 accounts
- **Credentials:** CFP, CRPC
- **Specialties:** Retirement planning, Tax planning, Family wealth transfer
- **Works with:** Pre-retirees, Retirees
- **CRD:** 7249188 (https://adviserinfo.sec.gov/individual/summary/7249188)
- **SEC registration:** Investment adviser representative in AZ
- **Exams passed:** Series 65 (2020)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://bandefinancialservices.com

## Frequently asked questions

### Is Ben Poulos a fee-only financial advisor?

Yes. Ben Poulos 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 Poulos charge for financial advice?

Ben's firm, B&E Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Ben Poulos based?

Ben Poulos is based in Phoenix, Arizona.

### What does Ben Poulos specialize in?

Ben Poulos's specialties include retirement planning, tax planning and family wealth transfer. Ben works with pre-retirees and retirees.

### What credentials does Ben Poulos hold?

Ben Poulos holds the CFP and CRPC credentials.

### Is Ben Poulos registered with the SEC?

Yes. Ben Poulos is registered as an investment adviser representative in AZ (CRD 7249188), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does B&E Financial Services manage?

B&E Financial Services reports $230K across 3 accounts in assets under management.

### How do I contact Ben Poulos?

Through Ben Poulos's website, bandefinancialservices.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/ben-poulos-21587): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.bandefinancialservices.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.