Benjamin Harris
Purposepath Capital · O'Fallon, Missouri
Benjamin Harris is a fee-only financial advisor at Purposepath Capital in O'Fallon, Missouri. Purposepath Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Purposepath Capital |
|---|---|
| Based in | O'Fallon, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $63.0M across 360 accounts |
| SEC registration | Investment adviser representative in MO · CRD 6909308 |
| Exams passed | Series 63 (2020) · Series 65 (2024) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | podcasts.apple.com/us/podcast/retirement-salsa-spicing-up-your-financial-future/id1842853735 |
| Profile |
How Benjamin's firm compares
- Purposepath Capital's average account is about $175,000, from its Form ADV (assets managed divided by 360 accounts).
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Questions about Benjamin
Is Benjamin Harris a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Benjamin holds no broker registration, and Purposepath Capital 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, Purposepath Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Benjamin Harris based?
Benjamin Harris is based in O'Fallon, Missouri.
Is Benjamin Harris registered with the SEC?
Yes. Benjamin Harris is registered as an investment adviser representative in MO (CRD 6909308), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Purposepath Capital manage?
Purposepath Capital reports $63.0M across 360 accounts in assets under management.
How do I contact Benjamin Harris?
Through Benjamin's website, podcasts.apple.com/us/podcast/retirement-salsa-spicing-up-your-financial-future/id1842853735.
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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