Benjamin Warren
Tumwater Wealth Management · Boise, Idaho
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.
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Specialties
Facts
| Firm | Tumwater Wealth Management |
|---|---|
| Based in | Boise, Idaho |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $406.6M across 877 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in ID, TX · CRD 4840451 |
| Exams passed | Series 63 (2004) · Series 66 (2007) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.tumwaterwealth.com |
| Profile |
How Benjamin's firm compares
- Tumwater Wealth Management's average account is about $464,000, from its Form ADV (assets managed divided by 877 accounts).
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Questions about Benjamin
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.
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
- Tumwater Wealth Management 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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