Morgan Stanley
44yrs
Top advisor by experience in Eureka
17yrs
Benjamin Ebert
Full name on record: Benjamin Alan Ebert
Financial advisor at Ebert Capital Management
Benjamin Ebert is a fiduciary financial advisor in Eureka, California, with 17 years in the industry. Benjamin joined Ebert Capital Management in 2011, a firm offering financial planning and investment management. The firm is paid through a percentage of assets and hourly fees.
One of 47 advisors with offices in Eureka, and one of 42 fiduciaries.
At a glance
Experience17 years (since 2010)
How that compares ?More experience than 53% of advisors nationwide
Office530 F Street, Eureka, CA 95501
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$622,129
States licensed ?1 state
Services through Ebert Capital Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions
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 65Uniform Investment Adviser Law Examination
Career
- 2011 – nowEbert Capital Management Inc.Current firm
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?
- 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 Ebert Capital Management at (707) 407-3813 and ask for Benjamin Ebert. Benjamin works from the Eureka, CA office.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 2010, about 17 years. More experience than 53% of advisors nationwide.
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?
Ebert Capital Management 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.
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