Benjamin Zagorski
Right Investment Team · Avon, Ohio
Benjamin Zagorski is a fee-only financial advisor at Right Investment Team in Avon, Ohio. Right Investment Team reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Right Investment Team |
|---|---|
| Based in | Avon, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $10.3M across 27 accounts |
| SEC registration | Investment adviser representative in OH · CRD 1638304 |
| Exams passed | Series 66 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Benjamin's firm compares
- Right Investment Team's average account is about $380,000, from its Form ADV (assets managed divided by 27 accounts).
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Questions about Benjamin
Is Benjamin Zagorski a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Benjamin holds no broker registration, and Right Investment Team 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, Right Investment Team, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Benjamin Zagorski based?
Benjamin Zagorski is based in Avon, Ohio.
Is Benjamin Zagorski registered with the SEC?
Yes. Benjamin Zagorski is registered as an investment adviser representative in OH (CRD 1638304), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Right Investment Team manage?
Right Investment Team reports $10.3M across 27 accounts in assets under management.
How do I contact Benjamin Zagorski?
Contact details aren't on file yet. Search for Right Investment Team.
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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