Osaic Wealth
44yrs
Top advisor by experience in Allen
22yrs
Benjamin Meth
Financial advisor at Strategic Advisers
Based in Allen, Texas, Benjamin Meth is a fiduciary financial advisor with 22 years of industry experience. Benjamin has been with Strategic Advisers since 2025; before that, Benjamin spent seven years at Fidelity Personal and Workplace Advisors and two years at TD Ameritrade. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 156 advisors with offices in Allen, and one of 146 fiduciaries.
At a glance
Experience22 years (since 2005)
How that compares ?Top 11% by experience at Strategic Advisers
OfficeAllen, TX
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2013 – 2018Strategic Advisers LLCPreviously
- Mar 2011 – Jan 2013TD Ameritrade, Inc.Previously
- Mar 2011 – Jan 2013TD Ameritrade Investment Management, LLCPreviously
- 2006 – 2009Strategic Advisers LLCPreviously
- Mar 2005 – Aug 2005RBC Capital Markets, LLCPreviously
Contact Benjamin
(617) 563-7000Firm headquarters in Boston, MA. Ask for Benjamin. Allen, TXOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Benjamin
Tailored to Benjamin’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Benjamin
How do I contact Benjamin?
Call Strategic Advisers at (617) 563-7000 and ask for Benjamin Meth. Benjamin works from the Allen, TX office.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 2005, about 22 years. Top 11% by experience at Strategic Advisers.
What licenses does Benjamin hold?
Series 66. Tap any license on this page to see what it allows.
Is Benjamin a fiduciary?
Benjamin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Benjamin paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, 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.
Other advisors nearby
Compass Financial Management
42yrs
Top advisor by experience at Compass Financial Management
LPL Financial
41yrs
Top 2% by experience in Allen
Voya Financial Advisors
40yrs
Top 1% by experience at Voya Financial Advisors
Ameriprise Financial Services
40yrs
Top 3% by experience in Allen
Cetera Investment Advisers
38yrs
Top 4% by experience in Allen