ChooseAFinancialAdvisor.com
Advisors / Colorado / Highlands Ranch
8yrs

Benjamin Falls

Financial advisor at Strategic Advisers

Benjamin Falls has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Highlands Ranch, Colorado. After three years at Fidelity Personal and Workplace Advisors, Benjamin joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Strategic Advisers reports being paid through a percentage of assets and flat fees.

One of 174 advisors with offices in Highlands Ranch, and one of 157 fiduciaries.

Highlands Ranch, COFiduciary advisor

At a glance

Experience8 years (since 2018)
How that compares ?More experience than 51% of advisors at Strategic Advisers
OfficeHighlands Ranch, CO
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state

Services through Strategic Advisers

Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther 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.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. Mar 2025 – now
  2. 2022 – 2025
    Fidelity Personal and Workplace AdvisorsPreviously

Questions to ask Benjamin

Tailored to Benjamin’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 Strategic Advisers at 617-563-7000 and ask for Benjamin Falls. Benjamin works from the Highlands Ranch, CO office.

How long has Benjamin been a financial advisor?

Benjamin has been in the industry since 2018, about 8 years. More experience than 51% of advisors at Strategic Advisers.

What licenses does Benjamin hold?

Series 63, 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?

Strategic Advisers reports being paid by a percentage of the assets they manage, 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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