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Benjamin Phillip Andrews

Investment Adviser Representative at BLUE Ridge Wealth Planners

Knoxville, TNCRD #8207884Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Benjamin Phillip Andrews is an investment adviser representative with BLUE Ridge Wealth Planners in Knoxville, TN, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Tennessee.

Office

9725 Cogdill Road, Suite 101
Knoxville, TN 37932

Advisors at this office: 14

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Tennessee

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/17/2025

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

BLUE Ridge Wealth PlannersCurrent
1/6/2026 – Knoxville, TN

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. 21st Mortgage
    Aug 2022 – Nov 2025Knoxville, TN
  2. 21st Mortgage
    Jul 2021 – Jul 2022Knoxville, TN
  3. University of Tennessee
    Aug 2017 – May 2021Knoxville, TN
  4. Blue Ridge Wealth Planners
    Nov 2025 – no end date reportedKnoxville, TN
  5. N/a
    Aug 2015 – Aug 2017Knoxville, TN

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About BLUE Ridge Wealth Planners

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Other
Firm account minimum
$250,000 (waivable)
Estimated blended rate
0.02

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
15
Offices listed on AdvisorFinder:
2
Main office:
Knoxville, TN
SEC file number:
801-123504

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 20, 2026

View full firm profile

Other advisors at BLUE Ridge Wealth Planners

Showing 12 of 15 in the directory

View BLUE Ridge Wealth Planners firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Benjamin Phillip Andrews has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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