Benjamin Birken
Pisces Financial Advisors · Chapel Hill, North Carolina
Benjamin Birken is a fee-only financial advisor at Pisces Financial Advisors in Chapel Hill, North Carolina, who holds the CFP credential. Pisces Financial Advisors reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Pisces Financial Advisors |
|---|---|
| Based in | Chapel Hill, North Carolina |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $55.5M across 80 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 5593293 |
| Exams passed | Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Benjamin's firm compares
- Pisces Financial Advisors's average account is about $694,000, from its Form ADV (assets managed divided by 80 accounts).
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Questions about Benjamin
Is Benjamin Birken a fee-only financial advisor?
Yes. Benjamin Birken 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 Benjamin's firm.
How does Benjamin charge for financial advice?
Benjamin's firm, Pisces Financial Advisors, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Benjamin Birken based?
Benjamin Birken is based in Chapel Hill, North Carolina.
What credentials does Benjamin Birken hold?
Benjamin Birken holds the CFP credential.
Is Benjamin Birken registered with the SEC?
Yes. Benjamin Birken is registered as an investment adviser representative in NC (CRD 5593293), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Pisces Financial Advisors manage?
Pisces Financial Advisors reports $55.5M across 80 accounts in assets under management.
How do I contact Benjamin Birken?
Contact details aren't on file yet. Search for Pisces Financial Advisors.
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
- 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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