Benjamin
Cummings
Blue Barn Wealth
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About this Advisor
Benjamin Cummings is a certified financial planner who works in Orem, Utah with a total of 6 years of relevant experience. Cummings is an advisor for Blue Barn Wealth. During their career, the advisor has held roles at Financial Planning Office, LLC, The American College Of Financial Services, Saint Joseph'S University, Utah Valley University, Blue Barn Wealth, LLC, Benjamin F. Cummings, LLC And Hjb Wealth Management, LLC and Iarfc. Cummings is approved to operate in Utah. Blue Barn Wealth is a financial advisory firm based out of Orem, UT. The firm has a total of six advisors. It oversees $277 million in assets under management across its 662 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 662 client accounts, 34% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Blue Barn Wealth offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors largely depend on the type of financial services offered. However, fee types charged by Blue Barn Wealth likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Blue Barn Wealth Brokerage Details
$276,546,269
6
662
$417,744
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
- Educational seminars/workshops
Benjamin Cummings Work History
Benjamin has been registered as a financial advisor for 6 years.*
Utah Valley University
Blue Barn Wealth, LLC
Benjamin F. Cummings, LLC And Hjb Wealth Management, LLC
Iarfc
Financial Planning Office, LLC
The American College Of Financial Services
Saint Joseph'S University
*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 Cummings 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 Blue Barn Wealth
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.
