Ben Poulos
B&E Financial Services · Phoenix, Arizona
Ben Poulos is a fee-only financial advisor at B&E Financial Services in Phoenix, Arizona, who holds the CFP and CRPC credentials.
- $230,000
- Firm assets managed
- $77,000
- Firm's average account
- 2020
- First securities exam
What Ben focuses on
Who Ben works with
- Pre-retirees
- Retirees
How does Ben's firm compare?
-
B&E Financial Services's average account is about $77,000, from its Form ADV (assets managed divided by 3 accounts).
Questions about Ben
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | B&E Financial Services |
|---|---|
| Based in | Phoenix, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $230K across 3 accounts |
| Credentials | CFP · CRPC |
| SEC registration | Investment adviser representative in AZ · CRD 7249188 |
| Exams passed | Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | bandefinancialservices.com |
| Profile |
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Other fee-only advisors in Phoenix
Other advisors in Arizona who focus on retirement planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- B&E Financial Services 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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