Benjamin Mitchell is a fiduciary financial advisor in Scottsdale, Arizona, with 11 years in the industry. Benjamin joined Osaic Wealth in 2024, after nine years at Securities America Advisors. Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3468 advisors with offices in Scottsdale, and one of 3171 fiduciaries.
At a glance
Services through Osaic Wealth
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.
Career
- 2024 – nowOsaic Wealth, Inc.Current firm
- 2015 – 2024Securities America Advisors, Inc.Previously
Contact Benjamin
(800) 821-5100Osaic Wealth main office 18700 N. Hayden Road Suite 255Scottsdale, AZ 85255Office · Get directions
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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
About Benjamin
How do I contact Benjamin?
Call Osaic Wealth at (800) 821-5100 and ask for Benjamin Mitchell. Benjamin works from the Scottsdale, AZ office.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 2015, about 11 years. 11 years in the industry.
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?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed 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.