B. Riley Wealth Advisors
39yrs
Top advisor by experience in Hermitage
11yrs
Benjamin Vondrak
Full name on record: Benjamin E Vondrak
Financial advisor at Balanced Plan Financial Investment Advisors
Based in Hermitage, Tennessee, Benjamin Vondrak is a fiduciary financial advisor with 11 years of industry experience. Benjamin joined Balanced Plan Financial Investment Advisors in 2015, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and hourly fees.
One of 19 advisors with offices in Hermitage, and one of 17 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?More experience than 53% of advisors in Hermitage
OfficeHermitage, TN
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$327,807
Advisors at the firm3
States licensed ?1 state
Services through Balanced Plan Financial Investment Advisors
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
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
- 2015 – nowBalanced Plan Financial Investment Advisors, Inc.Current
Contact Benjamin
(714) 504-5219Balanced Plan Financial Investment Advisors main office Hermitage, TNOffice · Get directions LinkedIn pageBalanced Plan Financial Investment AdvisorsIs 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.
- 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 Balanced Plan Financial Investment Advisors at (714) 504-5219 and ask for Benjamin Vondrak. Benjamin works from the Hermitage, TN office.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 2015, about 11 years. More experience than 53% of advisors in Hermitage.
What licenses does Benjamin hold?
Series 63, 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?
Balanced Plan Financial Investment Advisors reports being paid by a percentage of the assets they manage, hourly 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
John A. Poole-Financial Advisor
38yrs
Top 6% by experience in Tennessee
Ameriprise Financial Services
33yrs
Top 11% by experience nationwide
Raymond James Financial Services Advisors
28yrs
Top 20% by experience in Tennessee
State Farm Investment Management
26yrs
Top 13% by experience at State Farm Investment Management
State Farm Investment Management
24yrs
Top 21% by experience at State Farm Investment Management