Benjamin Hein
OAC Capital Advisors · Miami Beach, Florida
Benjamin Hein is a fee-only financial advisor at OAC Capital Advisors in Miami Beach, Florida, who holds the CFP and CFA credentials. Benjamin focuses on cross-border (US / Canada), family wealth transfer and estate & legacy planning. OAC Capital Advisors reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
- Ultra high net worth
Facts
| Firm | OAC Capital Advisors |
|---|---|
| Based in | Miami Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $212.0M across 64 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in FL · CRD 4027543 |
| Exams passed | Series 63 (2008) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.oacadvisors.com/about/team |
| Profile |
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Questions about Benjamin
Is Benjamin Hein a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Benjamin holds no broker registration, and OAC Capital Advisors 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, OAC Capital Advisors, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Benjamin Hein based?
Benjamin Hein is based in Miami Beach, Florida.
What does Benjamin specialize in?
Benjamin's specialties include cross-border (US / Canada), family wealth transfer, estate & legacy planning and retirement planning. Benjamin works with multi-generational families and ultra high net worth.
What credentials does Benjamin Hein hold?
Benjamin Hein holds the CFP and CFA credentials.
Is Benjamin Hein registered with the SEC?
Yes. Benjamin Hein is registered as an investment adviser representative in FL (CRD 4027543), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does OAC Capital Advisors manage?
OAC Capital Advisors reports $212.0M across 64 accounts in assets under management.
How do I contact Benjamin Hein?
Through Benjamin's website, www.oacadvisors.com/about/team.
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
- OAC Capital Advisors 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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