Joseph
Schildhauer
Wealth Benefit Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Joseph Schildhauer is a chartered financial consultant who works in Houston, Texas who has 1 year of relevant experience. Schildhauer currently works for Wealth Benefit Advisors, LLC. During their career, Schildhauer has held roles at Grove Point Investments, LLC, Greenleaf Advisors LLC, Grove Point Advisors, LLC, Purshe Kaplan Sterling Investments and Wealth Benefit Advisors LLC. Schildhauer has a Series 63 license, qualifying them as a securities agent, and is approved to advise clients in Texas. Wealth Benefit Advisors, LLC is a financial advisory firm that has its headquarters in Houston, TX. It handles $191 million in assets under management across its 147 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 147 client accounts, 27% are associated with high-net-worth investors who have at least $1 million in assets. The business performs a few services, such as portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fee schedules usually depend on which services the firm provides the client. Fee types charged by Wealth Benefit Advisors, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Wealth Benefit Advisors, LLC Brokerage Details
$190,679,998
5
147
$1,297,143
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Joseph Schildhauer Work History
Joseph has been registered as a financial advisor for 1 years.*
Purshe Kaplan Sterling Investments
Wealth Benefit Advisors LLC
Grove Point Advisors, LLC
Greenleaf Advisors LLC
Grove Point Investments, LLC
*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 Joseph Schildhauer 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 Wealth Benefit Advisors, LLC
Houston, TX
Houston, TX
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
