Oppenheimer & Co.
47yrs
Top advisor by experience in Bellevue
20yrs
Benjamin Wicks
Financial advisor at Hightower Advisors
Benjamin Wicks is a fiduciary financial advisor in Bellevue, Washington, with 20 years in the industry. After six years at Highland Private Wealth Management and seven years at Cornerstone Advisors, Benjamin joined Hightower Advisors in 2022, a firm offering financial planning, investment management, and private fund management. Benjamin holds the CFP® designation.
One of 1483 advisors with offices in Bellevue, and one of 1389 fiduciaries.
At a glance
Experience20 years (since 2007)
How that compares ?More experience than 66% of advisors in Bellevue
Office10900 NE 8th Street Suite 1122, Bellevue, WA 98004
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$2.85 million
Advisors at the firm1,039
States licensed ?1 state
Services through Hightower Advisors
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2022 – nowHightower Advisors, LLCCurrent firm
- 2016 – 2022Highland Private Wealth ManagementPreviously
- 2009 – 2016Cornerstone Advisors Inc.Previously
- 2007 – 2009Paracle Advisors LLCPreviously
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 Hightower Advisors at (312) 962-3800 and ask for Benjamin Wicks. Benjamin works from the Bellevue, WA office.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 2007, about 20 years. More experience than 66% of advisors in Bellevue.
What licenses does Benjamin hold?
Series 65. 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?
Hightower Advisors reports being paid by a percentage of the assets they manage, hourly fees, 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.
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