Ben Raikes
Mason & Associates, LLC · Newport News, Virginia
Ben Raikes is a fee-only financial advisor at Mason & Associates, LLC in Newport News, Virginia, who holds the CFP, CPA and CPA/PFS credentials. Ben charges an ongoing planning fee (typically works with clients with $1,000,000 or more) and focuses on retirement planning, estate & legacy planning and pension planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Mason & Associates, LLC |
|---|---|
| Based in | Newport News, Virginia |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $471.4M across 1,687 accounts |
| Credentials | CFP · CPA · CPA/PFS · Master of Science Accounting · EA |
| SEC registration | Investment adviser representative in TX, VA · CRD 6042664 |
| Exams passed | Series 65 (2013) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | masonllc.net |
| Profile |
How Ben's firm compares
- Mason & Associates, LLC's average account is about $279,000, from its Form ADV (assets managed divided by 1,687 accounts).
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Questions about Ben
Is Ben Raikes a fee-only financial advisor?
Yes. Ben Raikes is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and 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 charges an ongoing planning fee.
How much does Ben charge?
According to Mason & Associates, LLC's website, checked October 28, 2026: typically works with clients with $1,000,000 or more.
Where is Ben Raikes based?
Ben Raikes is based in Newport News, Virginia.
What does Ben specialize in?
Ben's specialties include retirement planning, estate & legacy planning and pension planning. Ben works with retirees and pre-retirees.
What credentials does Ben Raikes hold?
Ben Raikes holds the CFP, CPA, CPA/PFS, Master of Science Accounting and EA credentials.
Is Ben Raikes registered with the SEC?
Yes. Ben Raikes is registered as an investment adviser representative in TX and VA (CRD 6042664), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Mason & Associates, LLC manage?
Mason & Associates, LLC reports $471.4M across 1,687 accounts in assets under management.
How do I contact Ben Raikes?
Through Ben's website, masonllc.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Mason & Associates, LLC 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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