United Planners' Financial Services of America a Limited Partner
43yrs
Top advisor by experience in Voorhees
18yrs
Benjamin Spalter
Financial advisor at Wells Fargo Advisors
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 56% of advisors nationwide
OfficeVoorhees, NJ
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment 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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- Jun 2025 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2008 – 2025Wells Fargo Clearing Services, 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
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About Benjamin
How do I contact Benjamin?
Call Wells Fargo Advisors at 314-875-3000 and ask for Benjamin Spalter. Benjamin works from the Voorhees, NJ office.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 2008, about 18 years. More experience than 56% of advisors nationwide.
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?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Benjamin for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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