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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Wacek Financial Planning, LLC 5 years, 2 months May 2014 - Present
Wacek Financial Planning, LLC 5 years, 2 months May 2014 - Present
Counsel Wealth Management 1 year, 11 months Jun 2012 - May 2014
Hope Community Church 1 year Jun 2011 - Jun 2012
Career Developement Committee 1 year, 6 months Jun 2010 - Dec 2011
Raymond James Financial Services Advisors, Inc 2 years, 5 months Jan 2009 - Jun 2011
Raymond James Financial Services 4 years, 2 months Apr 2007 - Jun 2011

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • XY Planning Network
    Membership
    XY Planning Network
    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Articles and Answers

Insights by Benjamin Wacek

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jun 18, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Jun 18, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Wacek Financial Planning, LLC

Last updated on Feb. 21, 2019
    • $7.6M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 62
      Accounts
    • $122.5K
      Estimated Average Account Balance

Fees

Fee Only Advisor
$
This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements