Benjamin Barnhart
CFP®Professional Summary
Benjamin Barnhart, CFP®, who also goes by Benjamin S Barnhart, is a registered financial advisor currently at ON POINT CRNA located in Washington, Michigan. Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Benjamin has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Retirement Planning
- Tax Planning
- Risk Management & Insurance
- Business Services
- Investment Management
- Education Funding
- Social Security & Medicare Planning
Specializations
Biography
Retirement planning & investment management for nice people of age 50. Fee-only fiduciary. On Point Planning. Forging durable financial plans that allow you to use your time and assets to do the things you love.
Other Aliases
Benjamin S Barnhart
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
12 years in the financial services industry
Current & Past Employments
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Current Firm
BARNHART WEALTH MANAGEMENT | ON POINT CRNA | BARNHART WEALTH MANAGEMENT LLC
Contact Information
Main Address
Washington, MIPhone Number
(586) 277-0722# of Employees
4SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,370AUM (Assets Under Management)
$100,000,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
BARNHART WEALTH MANAGEMENT | ON POINT CRNA | BARNHART WEALTH MANAGEMENT LLC
State Registrations and Notice Filings
(1/6/2021)
(12/22/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Benjamin Barnhart's CRS (Customer Relationship Summary).
Services Offered by Benjamin
- Financial Planning
- Retirement Planning
- Tax Planning
- Risk Management & Insurance
- Business Services
- Investment Management
- Education Funding
- Social Security & Medicare Planning
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