Benjamin Atwater
Atwater Malick · Lancaster, Pennsylvania
Benjamin Atwater is a fee-only financial advisor at Atwater Malick in Lancaster, Pennsylvania. Benjamin focuses on retirement planning. Atwater Malick reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Divorced individuals
Facts
| Firm | Atwater Malick |
|---|---|
| Based in | Lancaster, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $687.4M across 947 accounts |
| SEC registration | Investment adviser representative in PA, TX · CRD 5588985 |
| Exams passed | Series 65 (2008) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.atwatermalick.com |
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Questions about Benjamin
Is Benjamin Atwater a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Benjamin holds no broker registration, and Atwater Malick reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Benjamin charge for financial advice?
Benjamin's firm, Atwater Malick, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Benjamin charge?
According to Atwater Malick's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Benjamin Atwater based?
Benjamin Atwater is based in Lancaster, Pennsylvania.
What does Benjamin specialize in?
Benjamin's specialties include retirement planning. Benjamin works with retirees and divorced individuals.
Is Benjamin Atwater registered with the SEC?
Yes. Benjamin Atwater is registered as an investment adviser representative in PA and TX (CRD 5588985), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Atwater Malick manage?
Atwater Malick reports $687.4M across 947 accounts in assets under management.
How do I contact Benjamin Atwater?
Through Benjamin's website, www.atwatermalick.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Atwater Malick website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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