Benjamin
Hecht

Williamson Legacy Group, LLC

CRD#6540606
Investment Advisor
in Carmel, IN

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About this Advisor

Benjamin Hecht is a financial advisor working out of Carmel, Indiana with a total of 1 year of relevant experience. Hecht is on the advisory team at Williamson Legacy Group, LLC. Over the course of their career, Hecht has held roles at Wells Fargo Advisors, LLC, University Of Idaho, Wells Fargo Clearing Services, LLC, Axxcess Wealth Management, LLC and Williamson Legacy Group. Hecht has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Indiana. Williamson Legacy Group, LLC is a financial advisory company operating in Carmel, Indiana. The company has offices in four locations and a total of six advisors. It oversees $145 million in assets under management among its 1,045 customer accounts, making it one of the mid-sized firms in the United States by assets under management. The firm serves one charitable organizations. Of its 1,045 customer accounts, just 6% are associated with high-net-worth investors who have greater than $1 million in investable assets. The business has a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules typically vary depending on the type of financial services offered. Fee types charged by Williamson Legacy Group, LLC may include any combination of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

254 E Carmel Drive
Carmel, IN 46032

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Williamson Legacy Group, LLC Brokerage Details

Total Assets Under Management

$145,378,552

Total Number of Employees

6

Total Number of Accounts

1,045

Average Account Size

$139,118

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Benjamin Hecht Work History

Benjamin has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Williamson Legacy Group

2021 - 2022 (1 year)

Axxcess Wealth Management, LLC

2016 - 2021 (5 years)

Wells Fargo Clearing Services, LLC

2015 - 2016 (1 year)

Wells Fargo Advisors, LLC

2011 - 2015 (4 years)

University Of Idaho

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Benjamin Hecht to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Williamson Legacy Group, LLC

Owen Williamson
Brooklyn, NY
Benjamin Hecht
Carmel, IN
Jeanette Mccormick
Carmel, IN
Joseph Williamson
Carmel, IN
Donald Phelan
Carmel, IN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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