AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
Benjamin Barnhart

Benjamin Barnhart

ON POINT CRNA
Washington, MI
Some features on this profile are disabled
CRD#: 6318704
Benjamin Barnhart

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.

Core Areas of Focus


AUM
Baby Boomers
College/Education Planning
Fixed Fee (Subscription
Retainer
etc.)
Generation X
High Net Worth Client Needs

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.

Question & Answer


What are your service offerings?
Comprehensive Financial Planni...
Retirement Planning
Life Transitions
Tax Planning
Insurance Planning
Employee and Employer Plan Ben...
Retirement Income Management
Investment Planning
Education Planning
Social Security Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes

Aliases


Benjamin S Barnhart

Other business activities


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.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Benjamin Barnhart's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Start date: 2020

Experience


Current

January 6, 2021 - Present

ON POINT CRNA

RIA
CRD#: 312142
Washington, MI
Past

November 1, 2019 - January 29, 2021

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Novi, MI
Past

November 1, 2019 - January 29, 2021

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Novi, MI
Past

February 27, 2018 - October 16, 2019

TD AMERITRADE, INC.

RIA
CRD#: 7870
NOVI, MI
Past

February 26, 2018 - October 16, 2019

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
NOVI, MI
Past

February 26, 2018 - October 16, 2019

TD AMERITRADE, INC.

BD
CRD#: 7870
NOVI, MI
Past

February 17, 2017 - February 26, 2018

SCOTTRADE INVESTMENT MANAGEMENT

RIA
CRD#: 169988
SAINT LOUIS, MO
Past

March 15, 2016 - February 26, 2018

SCOTTRADE, INC.

BD
CRD#: 8206
STERLING HEIGHTS, MI
Past

September 5, 2014 - February 17, 2016

LPL FINANCIAL LLC

BD
CRD#: 6413
UTICA, MI

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(12/3/2025)
IAR
Louisiana
(1/14/2026)
IAR
Michigan
(1/6/2021)
IAR
Ohio
(12/12/2025)
IAR
Texas
(12/22/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 2/17/2017
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


ON POINT CRNA
ON POINT CRNA
BARNHART WEALTH MANAGEMENT | ON POINT CRNA | BARNHART WEALTH MANAGEMENT LLC

CRD#: 312142 / SEC#:

Florida
Registered Investment Advisory firm - (12/3/2025 Approved)
Louisiana
Registered Investment Advisory firm - (1/12/2026 Approved)
Michigan
Registered Investment Advisory firm - (1/6/2021 Approved)
Ohio
Registered Investment Advisory firm - (12/11/2025 Approved)
Texas
Registered Investment Advisory firm - (12/12/2025 Conditional Restricted)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Washington, MI
Mailing Address
Phone number
(586) 277-0722
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts1,038
AUM (Assets Under Management)$ 74,788,400

Red Flags


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.

Company Information


ON POINT CRNA

ON POINT CRNA

CRD#: 312142Washington, MI

TRUST BUT VERIFY

Monitor Benjamin Barnhart

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.