Benjamin Wallace
CM Wealth · Beachwood, Ohio
Benjamin Wallace is a fee-only financial advisor at CM Wealth in Beachwood, Ohio, who holds the CFA credential. Benjamin focuses on family wealth transfer, estate & legacy planning and tax planning. CM Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | CM Wealth |
|---|---|
| Based in | Beachwood, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $3.60B across 680 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in OH · CRD 7929361 |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | www.cmwealthadvisors.com |
| Profile |
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Questions about Benjamin
Is Benjamin Wallace a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Benjamin holds no broker registration, and CM Wealth 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, CM Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Benjamin Wallace based?
Benjamin Wallace is based in Beachwood, Ohio.
What does Benjamin specialize in?
Benjamin's specialties include family wealth transfer, estate & legacy planning, tax planning and founders (pre-exit). Benjamin works with multi-generational families.
What credentials does Benjamin Wallace hold?
Benjamin Wallace holds the CFA credential.
Is Benjamin Wallace registered with the SEC?
Yes. Benjamin Wallace is registered as an investment adviser representative in OH (CRD 7929361), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CM Wealth manage?
CM Wealth reports $3.60B across 680 accounts in assets under management.
How do I contact Benjamin Wallace?
Through Benjamin's website, www.cmwealthadvisors.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
- CM Wealth 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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