ChooseAFinancialAdvisor.com
Advisors / Missouri / Clayton
29yrs

Benjamin Roth

Financial advisor at &partners

Benjamin Roth is a financial advisor in Clayton, Missouri, with 29 years in the industry. Benjamin joined &partners in 2026, after 23 years at Commonwealth Financial Network and six years at Ameriprise Financial Services. Benjamin holds the ChFC designation.

One of 615 advisors with offices in Clayton.

Clayton, MO 63105ChFCTop 15% by experience in Missouri
Call &partnersDirections

At a glance

Experience29 years (since 1997)
How that compares ?Top 15% by experience in Missouri
Office7701 Forsyth Blvd. 8th Floor, Clayton, MO 63105
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$384,909
Advisors at the firm545
States licensed ?1 state

Services through &partners

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services

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

Career

  1. Aug 2026 – now
    &partnersCurrent firm
  2. 2004 – 2026
  3. 1997 – 2004

Questions to ask Benjamin

Tailored to Benjamin’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. Your firm can charge performance-based fees. Would that apply to me?
  4. What does a financial plan with you include, and how often is it updated?
  5. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  6. Where would my money be held, and will I get statements directly from that firm?

My notes and scorecard

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About Benjamin

How do I contact Benjamin?

Call &partners at (615) 255-6431 and ask for Benjamin Roth. Benjamin works from the Clayton, MO office.

How long has Benjamin been a financial advisor?

Benjamin has been in the industry since 1997, about 29 years. Top 15% by experience in Missouri.

What licenses does Benjamin hold?

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

Is Benjamin a fiduciary?

Benjamin is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is Benjamin paid?

&partners reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Benjamin 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.

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