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Ben Frank Sedillo

Fermata Advisors

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About Ben Frank Sedillo

Ben Frank Sedillo is an Investment Advisor Representative with Fermata Advisors. Ben has been in the financial services industry for over 15 years. Ben is registered with the state of California and has passed the Series 66, Series 7, and Series 7TO exams. Ben holds the following designations: Ben has experience working with individuals, corporations, charitable organizations, and pension and profit-sharing plans. Ben's previous experience includes working at Wells Fargo Clearing Services, LLC and Charles Schwab & Co., Inc. Ben also has experience working at Wells Fargo Investments, LLC.

Firm Information

Ben Sedillo is currently registered with Fermata Advisors. Fermata Advisors is a registered investment advisor located in Sonoma, California. The firm has 9 licensed agents and 12 investment adviser representatives who manage a total of $973,846,526 in assets under management. They offer financial planning, portfolio management for individuals, and pension consulting services to high-net-worth individuals, corporations, charitable organizations, and pension plans.
Fermata Advisors

539 BROADWAY

SONOMA, CA 95476

$973.85M

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ben Sedillo’s Registration & Firm History

CA

05/17/2021 - Present

Fermata Advisors (SONOMA CA)

CA

03/20/2014 - 05/20/2021

WELLS FARGO CLEARING SERVICES, LLC (SANTA ROSA CA)

CA

01/01/2011 - 02/19/2014

CHARLES SCHWAB & CO., INC. (SANTA ROSA CA)

CA

09/13/2007 - 04/22/2009

WELLS FARGO INVESTMENTS, LLC (POINT REYES STATION CA)

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Licenses & Designations

BOTH

Issued 10/10/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/21/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/12/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ben Frank Sedillo.
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