# Ben Waller

> Ben Waller is a fee-only financial advisor at WBH Advisory in Baltimore, Maryland, who holds the CFA and CFP credentials. WBH Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/ben-waller/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** WBH Advisory
- **Based in:** Baltimore, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.74B across 2,335 accounts
- **Credentials:** CFA, CFP
- **CRD:** 5704581 (https://adviserinfo.sec.gov/individual/summary/5704581)
- **SEC registration:** Investment adviser representative in MD, TX
- **Exams passed:** Series 65 (2009)
- **Firm size:** 16 employees
- **Disclosures:** None reported

## Frequently asked questions

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

Yes. Ben Waller is listed in the NAPFA directory (NAPFA admits only fee-only advisors). 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, WBH Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Ben Waller based?

Ben Waller is based in Baltimore, Maryland.

### What credentials does Ben Waller hold?

Ben Waller holds the CFA and CFP credentials.

### Is Ben Waller registered with the SEC?

Yes. Ben Waller is registered as an investment adviser representative in MD and TX (CRD 5704581), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does WBH Advisory manage?

WBH Advisory reports $1.74B across 2,335 accounts in assets under management.

### How do I contact Ben Waller?

Contact details aren't on file yet. Search for WBH Advisory.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/39629): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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