Ben Waller
WBH Advisory · Baltimore, Maryland
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.
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Facts
| Firm | WBH Advisory |
|---|---|
| Based in | Baltimore, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.74B across 2,335 accounts |
| Credentials | CFA · CFP |
| SEC registration | Investment adviser representative in MD, TX · CRD 5704581 |
| Exams passed | Series 65 (2009) |
| Firm size | 16 employees |
| Disclosures | None reported |
How Ben's firm compares
- WBH Advisory's average account is about $744,000, from its Form ADV (assets managed divided by 2,335 accounts).
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Questions about Ben
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Baltimore
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- 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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