Benjamin Lies
Delphi Advisers · Vancouver, Washington
Benjamin Lies is a fee-only financial advisor at Delphi Advisers in Vancouver, Washington. Benjamin charges a percentage of assets and a one-time planning fee and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Delphi Advisers |
|---|---|
| Based in | Vancouver, Washington |
| Fee model | Percentage of assets · One-time planning fee |
| Accepting new clients | Yes |
| Assets under management | $33.1M across 107 accounts |
| SEC registration | Investment adviser representative in OR, TX, WA, WY · CRD 6405665 |
| Exams passed | Series 65 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.delphiadvisers.com |
| Profile |
How Benjamin's firm compares
- Delphi Advisers's average account is about $310,000, from its Form ADV (assets managed divided by 107 accounts).
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Questions about Benjamin
Is Benjamin Lies a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Benjamin holds no broker registration, and Delphi Advisers 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 a percentage of assets and a one-time planning fee.
Where is Benjamin Lies based?
Benjamin Lies is based in Vancouver, Washington.
What does Benjamin specialize in?
Benjamin's specialties include retirement planning, estate & legacy planning and tax planning. Benjamin works with retirees and pre-retirees.
Is Benjamin Lies registered with the SEC?
Yes. Benjamin Lies is registered as an investment adviser representative in OR, TX, WA and WY (CRD 6405665), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Delphi Advisers manage?
Delphi Advisers reports $33.1M across 107 accounts in assets under management.
How do I contact Benjamin Lies?
Through Benjamin's website, www.delphiadvisers.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
- Delphi Advisers 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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