Raymond James & Associates
47yrs
Top advisor by experience in Beachwood
2yrs
Benjamin Wallace
Financial advisor at CM Wealth Advisors
Benjamin Wallace has worked in the financial industry for 2 years and is a financial advisor based in Beachwood, Ohio. Benjamin joined CM Wealth Advisors in 2024, a firm offering financial planning, investment management, and private fund management. Benjamin holds the CFA designation.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office2000 Auburn Drive Suite 400, Beachwood, OH 44122
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$8.83 million
Advisors at the firm5
States licensed ?1 state
Services through CM Wealth Advisors
Financial planningInvestment management for individuals and small businessesManaging private 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.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2024 – nowCM Wealth Advisors LLCCurrent firm
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 CM Wealth Advisors at (216) 831-9667 and ask for Benjamin Wallace. Benjamin works from the Beachwood, OH office.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Benjamin hold?
No exams are listed on the official record.
Is Benjamin a fiduciary?
Benjamin is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Benjamin paid?
CM Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, 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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