ChooseAFinancialAdvisor.com
Advisors / Alabama / Vestabia
42yrs

Stuart Benjamin

Full name on record: Stuart Wayne Benjamin

Financial advisor at Kestra Advisory Services

Stuart Benjamin is a fiduciary financial advisor in Vestabia, Alabama, with 42 years in the industry. After 19 years at Commonwealth Financial Network and a year at Equitable Advisors, Stuart joined Kestra Advisory Services in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Stuart holds the ChFC designation.

Vestabia, AL 35243ChFCTop 3% by experience in AlabamaFiduciary advisor
Call Kestra Advisory ServicesDirections

At a glance

Experience42 years (since 1985)
How that compares ?Top 3% by experience in Alabama
Office4924 Cahaba River Road, Vestabia, AL 35243
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$618,892
Advisors at the firm1,452
States licensed ?1 state

Services through Kestra Advisory Services

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

ChFC

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Aug 2025 – now
  2. 2006 – 2025
  3. Jun 2005 – Nov 2006
  4. 2002 – 2005
    Mony Securities CorporationPreviously
  5. 2000 – 2005
    The Benjamin GroupPreviously

Questions to ask Stuart

Tailored to Stuart’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Stuart

How do I contact Stuart?

Call Kestra Advisory Services at (844) 553-7872 and ask for Stuart Benjamin. Stuart works from the Vestabia, AL office.

How long has Stuart been a financial advisor?

Stuart has been in the industry since 1985, about 42 years. Top 3% by experience in Alabama.

What licenses does Stuart hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Stuart a fiduciary?

Stuart is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Stuart paid?

Kestra Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Stuart for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.