Benjamin Goldberg
Enlightened Advisors Wealth Management · Tucson, Arizona
Benjamin Goldberg is a fee-only financial advisor at Enlightened Advisors Wealth Management in Tucson, Arizona. Enlightened Advisors Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Enlightened Advisors Wealth Management |
|---|---|
| Based in | Tucson, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $8.3M across 85 accounts |
| SEC registration | Investment adviser representative in AZ · CRD 5105810 |
| Exams passed | Series 65 (2009) · Series 66 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.enlightenedadvisors.com |
How Benjamin's firm compares
- Enlightened Advisors Wealth Management's average account is about $98,000, from its Form ADV (assets managed divided by 85 accounts).
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Questions about Benjamin
Is Benjamin Goldberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Benjamin holds no broker registration, and Enlightened Advisors Wealth 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, Enlightened Advisors Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Benjamin Goldberg based?
Benjamin Goldberg is based in Tucson, Arizona.
Is Benjamin Goldberg registered with the SEC?
Yes. Benjamin Goldberg is registered as an investment adviser representative in AZ (CRD 5105810), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Enlightened Advisors Wealth Management manage?
Enlightened Advisors Wealth Management reports $8.3M across 85 accounts in assets under management.
How do I contact Benjamin Goldberg?
Through Benjamin's website, www.enlightenedadvisors.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
- 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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