Benjamin Dobler
Financial Rounds · Cincinnati, Ohio
Benjamin Dobler is a fee-only financial advisor at Financial Rounds in Cincinnati, Ohio, who holds the CFP credential. Benjamin charges an ongoing planning fee (ongoing planning from $6,000 a year) and focuses on physicians & residents and student loans.
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Specialties
Who they serve
- Physicians
Facts
| Firm | Financial Rounds |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $6,000 a year |
| Assets under management | $211.3M across 610 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KY, OH, TX · CRD 6906260 |
| Exams passed | Series 63 (2018) · Series 65 (2018) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.financialrounds.com |
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Questions about Benjamin
Is Benjamin Dobler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Benjamin holds no broker registration, and Financial Rounds 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 charges an ongoing planning fee.
How much does Benjamin charge?
According to Financial Rounds's website, checked October 30, 2026: ongoing planning from $6,000 a year.
Where is Benjamin Dobler based?
Benjamin Dobler is based in Cincinnati, Ohio.
What does Benjamin specialize in?
Benjamin's specialties include physicians & residents and student loans. Benjamin works with physicians.
What credentials does Benjamin Dobler hold?
Benjamin Dobler holds the CFP credential.
Is Benjamin Dobler registered with the SEC?
Yes. Benjamin Dobler is registered as an investment adviser representative in KY, OH and TX (CRD 6906260), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Rounds manage?
Financial Rounds reports $211.3M across 610 accounts in assets under management.
How do I contact Benjamin Dobler?
Through Benjamin's website, www.financialrounds.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
- Financial Rounds 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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