Ben
Brackett
Caliber Wealth Management, LLC
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About this Advisor
Ben Brackett is a certified financial planner based out of Orem, Utah with a total of 1 year of industry experience. Brackett is on the advisory team at Caliber Wealth Management, LLC. Over the course of their career, Brackett has held roles at Dfpg Investments, Inc, Cambridge Financial Center, Butler Financial Advisors, Deseret Mutual Benefits Administrators, Full Time Student- Utah Valley University, The Church Of Jesus Christ Of Latter Day Saints, Sowell Financial Services, LLC, Teton Wealth Group, LLC and Caliber Wealth Management, LLC. Brackett has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Utah. Caliber Wealth Management, LLC is a company based in Orem, UT. It oversees $424 million in assets under management between its 1,849 accounts, making it one of the bigger financial advisory firms in the country by assets under management. Of its 1,849 customer accounts, 16% are held by high-net-worth investors who have greater than $1 million in assets. The company offers a broad set 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 advisory fee schedules are based on which services the firm provides the client. However, fees charged by Caliber Wealth Management, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Caliber Wealth Management, LLC Brokerage Details
$424,449,588
6
1,849
$229,556
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
Ben Brackett Work History
Ben has been registered as a financial advisor for 1 years.*
Caliber Wealth Management, LLC
Teton Wealth Group, LLC
Sowell Financial Services, LLC
Dfpg Investments, Inc
Cambridge Financial Center
Butler Financial Advisors
Butler Financial Advisors
Deseret Mutual Benefits Administrators
Full Time Student- Utah Valley University
The Church Of Jesus Christ Of Latter Day Saints
*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 Ben Brackett 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 Caliber Wealth Management, LLC
Orem, UT
Orem, UT
Orem, UT
Orem, UT
Orem, UT
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.
