Benjamin Peters
Burton Enright Welch · Walnut Creek, California
Benjamin Peters is a fee-only financial advisor at Burton Enright Welch in Walnut Creek, California. Benjamin charges a percentage of assets (no asset minimum) and focuses on tax planning, estate & legacy planning and retirement planning.
Request an introduction to Benjamin →
Specialties
Who they serve
- Multi-generational families
- Executives
Facts
| Firm | Burton Enright Welch |
|---|---|
| Based in | Walnut Creek, California |
| Fee model | Percentage of assets |
| Fees (firm's website) | No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $1.55B across 2,350 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6260565 |
| Exams passed | Series 65 (2013) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.bewinvest.com |
Request an introduction to Benjamin
Tell Benjamin a little about what you're looking for. Benjamin isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Benjamin
Is Benjamin Peters a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Benjamin holds no broker registration, and Burton Enright Welch 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.
How much does Benjamin charge?
According to Burton Enright Welch's website, checked October 30, 2026: no asset minimum.
Does Benjamin work with clients virtually?
Yes. Burton Enright Welch says on its website that it works with clients remotely.
Where is Benjamin Peters based?
Benjamin Peters is based in Walnut Creek, California.
What does Benjamin specialize in?
Benjamin's specialties include tax planning, estate & legacy planning and retirement planning. Benjamin works with multi-generational families and executives.
Is Benjamin Peters registered with the SEC?
Yes. Benjamin Peters is registered as an investment adviser representative in CA (CRD 6260565), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Burton Enright Welch manage?
Burton Enright Welch reports $1.55B across 2,350 accounts in assets under management.
How do I contact Benjamin Peters?
Through Benjamin's website, www.bewinvest.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
- Burton Enright Welch 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.
See something wrong? Request a correction. Read our methodology.