ChooseAFinancialAdvisor.com
Advisors / Ohio / Aurora
4yrs

Benjamin Plummer

Financial advisor at Eagle Strategies

Benjamin Plummer has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Aurora, Ohio. Benjamin joined Eagle Strategies in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.

One of 34 advisors with offices in Aurora, and one of 25 fiduciaries.

Aurora, OH 44202Fiduciary advisor

At a glance

Experience4 years (since 2023)
How that compares ?4 years in the industry
Office238 E Garfield Rd, Aurora, OH 44202
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$235,446
Advisors at the firm2,501
States licensed ?2 states

Services through Eagle Strategies

Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops

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 66Uniform Combined State Law Examination

Career

  1. Feb 2025 – now

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

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Benjamin

How do I contact Benjamin?

Call Eagle Strategies at (888) 695-3245 and ask for Benjamin Plummer. Benjamin works from the Aurora, OH office.

How long has Benjamin been a financial advisor?

Benjamin has been in the industry since 2023, about 4 years. 4 years in the industry.

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?

Eagle Strategies reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed 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

Demming Financial Services
43yrs
David Demming
Financial advisor
13 New Hudson Rd.
Aurora, OH 44202
Top advisor by experience in Aurora
CFP®
Call Directions
First Trust Advisors
34yrs
Kurt Winkler
Financial advisor
Aurora, OH
Top 2% by experience at First Trust Advisors
Fiduciary
Call Directions
Osaic Advisory Services
34yrs
Heather Pollack
Financial advisor
173 South Chillicothe Road
Aurora, OH 44202
Top 8% by experience in Ohio
PlanningInvesting
Call Directions
Osaic Wealth
32yrs
Drew Adler
Financial advisor
Aurora, OH
Top 12% by experience in Ohio
Fiduciary
Call Directions
Commonwealth Financial Network
31yrs
Dennis Spontarelli
Financial advisor
251 W. Garfield Rd Suite 155
Aurora, OH 44202
Top 13% by experience in Ohio
Fiduciary
Call Directions

See all advisors near Aurora