SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Benjamin F. Edwards Wealth Management, LLC
St. Louis, MO
CRD 297750
Firm filing updated March 31, 2026 ·
- $705.4MAssets
- 6Advisory staff
- 2,336Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals1,085
- High net worth individuals14
- Corporations or other businesses5
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 1,085 | $558.9 million |
| High net worth individuals | 14 | $126.5 million |
| Charitable organizations | Fewer than 5 clients | $1.7 million |
| Corporations or other businesses not listed above | 5 | $18.2 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 6 services
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$705.4 million
- Accounts2,336
- Discretionary$451.7 million · 2,026 accounts
- Non-discretionary$253.6 million · 310 accounts
People
- Employees12
- Advisory staff6
- Broker-dealer reps6
- Licensed insurance agents6
- Planning clients0
Advisors
5 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 297750, SEC file 801-113797.
- Registered with the SEC as an investment advisor (status date on record: August 6, 2018).
Is Benjamin F. Edwards Wealth Management, LLC a fiduciary?
Short answer: Benjamin F. Edwards Wealth Management, LLC is registered with the SEC as an investment advisor. Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 6 staff are broker-dealer representatives and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
6 staff are licensed insurance agents and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.