# Benjamin Warren

> Benjamin Warren is a fee-only financial advisor at Tumwater Wealth Management in Boise, Idaho, who holds the CFA credential. Benjamin focuses on estate & legacy planning. Tumwater Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/benjamin-warren/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Tumwater Wealth Management
- **Based in:** Boise, Idaho
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $406.6M across 877 accounts
- **Credentials:** CFA
- **Specialties:** Estate & legacy planning
- **CRD:** 4840451 (https://adviserinfo.sec.gov/individual/summary/4840451)
- **SEC registration:** Investment adviser representative in ID, TX
- **Exams passed:** Series 63 (2004), Series 66 (2007)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.tumwaterwealth.com/

## Frequently asked questions

### Is Benjamin Warren a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Benjamin holds no broker registration, and Tumwater Wealth Management 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, Tumwater Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Benjamin Warren based?

Benjamin Warren is based in Boise, Idaho.

### What does Benjamin specialize in?

Benjamin's specialties include estate & legacy planning.

### What credentials does Benjamin Warren hold?

Benjamin Warren holds the CFA credential.

### Is Benjamin Warren registered with the SEC?

Yes. Benjamin Warren is registered as an investment adviser representative in ID and TX (CRD 4840451), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Tumwater Wealth Management manage?

Tumwater Wealth Management reports $406.6M across 877 accounts in assets under management.

### How do I contact Benjamin Warren?

Through Benjamin's website, www.tumwaterwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4840451): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://tumwaterwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.