Benjamin Ross Peters
Investment Adviser Representative at Burton Enright Welch
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Benjamin Ross Peters is an investment adviser representative with Burton Enright Welch in Walnut Creek, CA, where they have been registered since 2014. They have worked in the securities industry since 2013 and were previously registered with NAPA Valley Wealth Management. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California.
Office
Advisors at this office: 9
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Burton Enright WelchFeb 2014 – no end date reportedWalnut Creek, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Burton Enright Welch
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Standard (high rate)1.50%
- High-net-worth (low rate)0.30%
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 planning, risk management, tax planning, investment management, income and retirement planning, and estate and legacy planning.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 12
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Walnut Creek, CA
- SEC file number:
- 801-68890
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 29, 2026
View full firm profileOther advisors at Burton Enright Welch
11 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
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 Ross Peters 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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