Debi Benson Halbert
Investment Adviser Representative at HALBERT WEALTH MANAGEMENT, INC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Debi Benson Halbert has worked in the securities industry since 1995. They are registered to provide investment advisory services in Texas.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Discretionary - First $500,000 | 1.25% |
| Discretionary - Next $500,000 to $2,000,000 | 1.00% |
| Discretionary - Above $2,000,000 | 0.00% |
| HWM Alpha Advantage - First $1,000,000 | 2.50% |
| HWM Alpha Advantage - Next $1,000,000 to $2,500,000 | 2.25% |
| HWM Alpha Advantage - Next $2,500,000 to $5,000,000 | 2.00% |
| HWM Alpha Advantage - Above $5,000,000 | 0.00% |
Halbert Wealth Management, Inc Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Other advisors at HALBERT WEALTH MANAGEMENT, INC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Debi Benson Halbert 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.
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