# Benjamin Ebert

> Benjamin Ebert is a fee-only financial advisor at Ebert Capital Management in Eureka, California. Benjamin focuses on retirement planning. Ebert Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/benjamin-ebert/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Ebert Capital Management
- **Based in:** Eureka, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $116.3M across 465 accounts
- **Specialties:** Retirement planning
- **Works with:** Retirees
- **CRD:** 5810899 (https://adviserinfo.sec.gov/individual/summary/5810899)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2010)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.ebertcapital.com

## Frequently asked questions

### Is Benjamin Ebert a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Benjamin holds no broker registration, and Ebert Capital Management 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, Ebert Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Benjamin Ebert based?

Benjamin Ebert is based in Eureka, California.

### What does Benjamin specialize in?

Benjamin's specialties include retirement planning. Benjamin works with retirees.

### Is Benjamin Ebert registered with the SEC?

Yes. Benjamin Ebert is registered as an investment adviser representative in CA (CRD 5810899), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Ebert Capital Management manage?

Ebert Capital Management reports $116.3M across 465 accounts in assets under management.

### How do I contact Benjamin Ebert?

Through Benjamin's website, www.ebertcapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5810899): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.ebertcapital.com/): specialties, clients served, and fees, checked October 30, 2026

---

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