Merrill
46yrs
Top advisor by experience in Gilbert
3yrs
Benjamin Cooper
Financial advisor at Watts Gwilliam & Company
Benjamin Cooper has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Gilbert, Arizona. Benjamin joined Watts Gwilliam & Company in 2024, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets and flat fees.
One of 520 advisors with offices in Gilbert, and one of 502 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office2730 S. Val Vista Dr. Suite 124, Gilbert, AZ 85295
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.95 million
Advisors at the firm9
States licensed ?1 state
Services through Watts Gwilliam & Company
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing 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.
Series 65Uniform Investment Adviser Law Examination
Career
- 2024 – nowWatts Gwilliam & Company, LLCCurrent firm
Contact Benjamin
(480) 889-8998Watts Gwilliam & Company main office 2730 S. Val Vista Dr. Suite 124Gilbert, AZ 85295Office · Get directions
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Questions to ask Benjamin
Tailored to Benjamin’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Watts Gwilliam & Company at (480) 889-8998 and ask for Benjamin Cooper. Benjamin works from the Gilbert, AZ office.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 2023, about 3 years. 3 years in the industry.
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?
Watts Gwilliam & Company reports being paid by a percentage of the assets they manage, 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.
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