Benjamin Tuscai
Sunpointe Investments · St. Louis, Missouri
Benjamin Tuscai is a fee-only financial advisor at Sunpointe Investments in St. Louis, Missouri, who holds the CFP credential. Benjamin focuses on tax planning, estate & legacy planning and family wealth transfer. Sunpointe Investments reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Sunpointe Investments |
|---|---|
| Based in | St. Louis, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $790.7M across 1,085 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 6546800 |
| Exams passed | Series 63 (2015) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.sunpointeinvestments.com |
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Questions about Benjamin
Is Benjamin Tuscai a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Benjamin holds no broker registration, and Sunpointe Investments 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, Sunpointe Investments, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Benjamin Tuscai based?
Benjamin Tuscai is based in St. Louis, Missouri.
What does Benjamin specialize in?
Benjamin's specialties include tax planning, estate & legacy planning and family wealth transfer. Benjamin works with executives, ultra high net worth and multi-generational families.
What credentials does Benjamin Tuscai hold?
Benjamin Tuscai holds the CFP credential.
Is Benjamin Tuscai registered with the SEC?
Yes. Benjamin Tuscai is registered as an investment adviser representative in PA (CRD 6546800), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sunpointe Investments manage?
Sunpointe Investments reports $790.7M across 1,085 accounts in assets under management.
How do I contact Benjamin Tuscai?
Through Benjamin's website, www.sunpointeinvestments.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
- Sunpointe Investments 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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