Benjamin Smith
Wealthcare Solutions · Radnor, Pennsylvania
Benjamin Smith is a fee-only financial advisor at Wealthcare Solutions in Radnor, Pennsylvania, who holds the CFP credential. Wealthcare Solutions reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Wealthcare Solutions |
|---|---|
| Based in | Radnor, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $54.1M across 266 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in DE, NJ, PA · CRD 5245194 |
| Exams passed | Series 65 (2006) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.myretirementhelper.net |
| Profile |
How Benjamin's firm compares
- Wealthcare Solutions's average account is about $203,000, from its Form ADV (assets managed divided by 266 accounts).
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Questions about Benjamin
Is Benjamin Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Benjamin holds no broker registration, and Wealthcare Solutions 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, Wealthcare Solutions, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Benjamin Smith based?
Benjamin Smith is based in Radnor, Pennsylvania.
What credentials does Benjamin Smith hold?
Benjamin Smith holds the CFP credential.
Is Benjamin Smith registered with the SEC?
Yes. Benjamin Smith is registered as an investment adviser representative in DE, NJ and PA (CRD 5245194), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealthcare Solutions manage?
Wealthcare Solutions reports $54.1M across 266 accounts in assets under management.
How do I contact Benjamin Smith?
Through Benjamin's website, www.myretirementhelper.net.
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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