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Credentials
Series 65, Series 63
Experience Industry experience
13 years
Location
Chehalis, WA 98532
Benjamin F. Edwards & Company, Inc.
Enterprise
Laura Nelson is a financial advisor at Benjamin F. Edwards & Company, Inc. with 13 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Stifel Independent Advisors, LLC and Wells Fargo Advisors. She is the owner of Columbia Crest Financial Advisors, a financial advising firm in Chehalis, WA. Benjamin F. Edwards & Company, Inc. provides investment advice and related services to individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a range of investment strategies, including model-based and customized portfolios, and combines financial planning with ongoing portfolio monitoring and rebalancing.
Based on Benjamin F. Edwards & Company, Inc.
Based on Benjamin F. Edwards & Company, Inc.
Financial Planning negotiable flat fees; Plan Participant Consulting one-time fees with $200 minimum
$0 - $250,000: 1.50% (Mutual Fund Portfolios, Mutual Fund Model Strategies, Active Passive Portfolios) $250,001 - $500,000: 1.25% (Mutual Fund Portfolios, Mutual Fund Model Strategies, Active Passive Portfolios) $500,001 - $1,000,000: 1.00% (Mutual Fund Portfolios, Mutual Fund Model Strategies, Active Passive Portfolios) $1,000,001+: 0.75% (Mutual Fund Portfolios, Mutual Fund Model Strategies, Active Passive Portfolios) $0 - $250,000: 2.25% (Exchange Traded Fund Portfolios - Confluence, First Trust) $250,001 - $500,000: 1.75% (Exchange Traded Fund Portfolios - Confluence, First Trust) $500,001 - $1,000,000: 1.50% (Exchange Traded Fund Portfolios - Confluence, First Trust) $1,000,001+: 1.25% (Exchange Traded Fund Portfolios - Confluence, First Trust) $0 - $250,000: 1.75% (Exchange Traded Fund Portfolios - Morningstar) $250,001 - $500,000: 1.50% (Exchange Traded Fund Portfolios - Morningstar) $500,001 - $1,000,000: 1.25% (Exchange Traded Fund Portfolios - Morningstar) $1,000,001+: 1.00% (Exchange Traded Fund Portfolios - Morningstar) $0 - $100,000: 1.25% (Exchange Traded Fund Portfolios - BFE models) $100,001 - $350,000: 1.00% (Exchange Traded Fund Portfolios - BFE models) $350,001+: 0.75% (Exchange Traded Fund Portfolios - BFE models) $0 - $250,000: 2.00% (Client Portfolios) $250,001 - $500,000: 1.50% (Client Portfolios) $500,001 - $1,000,000: 1.25% (Client Portfolios) $1,000,001 - $2,500,000: 1.00% (Client Portfolios) $2,500,001 - $5,000,000: 0.65% (Client Portfolios) $0 - $250,000: 2.25% (Private Portfolios) $250,001 - $500,000: 1.75% (Private Portfolios) $500,001 - $1,000,000: 1.50% (Private Portfolios) $1,000,001 - $2,500,000: 1.25% (Private Portfolios) $2,500,001 - $5,000,000: 0.85% (Private Portfolios) $5,000,001+: 0.75% (Private Portfolios) $0 - $500,000: 2.75% Equity / 1.25% Fixed Income (Separately Managed Portfolios) $500,001 - $1,000,000: 2.25% Equity / 1.15% Fixed Income (Separately Managed Portfolios) $1,000,001 - $2,500,000: 1.75% Equity / 1.00% Fixed Income (Separately Managed Portfolios) $2,500,001+: 1.25% Equity / 0.85% Fixed Income (Separately Managed Portfolios) $0 - $500,000: 2.25% (Unified Managed Account) $500,001 - $1,000,000: 1.75% (Unified Managed Account) $1,000,001 - $2,500,000: 1.25% (Unified Managed Account) $2,500,001+: 1.00% plus manager cost 0.00% to 0.50% (Unified Managed Account)
Brokerage accounts with transaction-based commissions; commissions refunded if advisory account more appropriate.
Financial Planning hourly rate $300/hour
Plan Participant Consulting may be charged as annual flat fee or based on plan value, minimum $200, max 1% of plan value
Account minimum: $5,000 Minimum fee: $125 minimum annual fee applies to all investment advisory accounts Fee-only: Financial Planning: $300/hour or negotiable flat fee; Retirement Plan Consulting, Investment Management Consulting, and Plan Participant Consulting fees are negotiable and depend on services provided.
Chehalis, WA
2540 NE Kresky Ave, Suite A
Chehalis WA 98532
Advisors at this office
4
Oregon · Texas · Washington
13 years of industry experience
Benjamin F Edwards & Co, Inc
2026 - Present • 1 year
Chehalis, WA
Stifel Independent Advisors, LLC
2024 - 2026 • 2 years
Chehalis, WA
Wells Fargo Advisors
2014 - 2024 • 10 years
Chehalis, WA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 66
Tenino, WA
Advitica Financial Planning LLC
Thomas Mclean Jr. is a CFP® professional with 14 years of industry experience, currently serving as the sole advisor at Advitica Financial Planning LLC. He has worked at Advitica since 2018, following prior roles at Vestory, LLC and NR Smith and Associates, PS. Advitica Financial Planning LLC offers fee-only investment management and financial planning services to individuals, families, and personal representatives. The firm employs an evidence-based investment approach focused on diversified portfolios using no-load mutual funds and ETFs, emphasizing asset allocation, tax-sensitive strategies, and investor education through seminars and workshops.
Series 66
Chehalis, WA
Benjamin F. Edwards & Company, Inc.
Noah May is a financial advisor at Benjamin F. Edwards & Company, Inc. with two years of industry experience. He previously worked at Stifel Independent Advisors and has held roles outside finance, including at Montclair Swim Club and Sunset Hills Country Club. Benjamin F. Edwards & Company provides investment advice and related services to individual investors, retirement plans, trusts, estates, and corporations. The firm offers a range of model-based and customized strategies and maintains in-house trading and custody services through its clearing relationship with Pershing.
Series 66
Chehalis, WA
Benjamin F. Edwards & Company, Inc.
Trina Whitten is a financial advisor at Benjamin F. Edwards & Company, Inc. with 19 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Advisors and Stifel Independent Advisors. Whitten serves as Vice Chair and Treasurer on the board of CASA of Douglas County, a nonprofit supporting children in the foster system. Benjamin F. Edwards & Company provides investment advice and related services to individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a range of model-based and customized investment strategies, combining active and passive management with ongoing due diligence and portfolio monitoring.
Series 66
Chehalis, WA
Benjamin F. Edwards & Company, Inc.
Silas Newkirk is a financial advisor at Benjamin F. Edwards & Company, Inc. with six years of industry experience. He previously worked at Stifel Independent Advisors, LLC and Wells Fargo Advisors and has a background at Ritchie Bros. Auctioneers. Outside of financial advising, Silas teaches Taekwondo classes at Centralia College. Benjamin F. Edwards & Company, Inc. provides investment advice and related services to individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a range of model-based and customized investment strategies, combining in-house trading capabilities with third-party management and various advisory services.
Series 63, Series 65
Chehalis, WA
Cetera
Donald Wilson is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Weststar Financial, where he also serves in a supervisory capacity. Outside of his advisory work, Wilson is active with Rotary International as a local board vice president, participates as an elected board member of the Lewis County Tennis Association, and performs as a musician at various community events. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options, financial planning services, and access to third-party managers across various program structures and custodial relationships.
Series 63, Series 66
Chehalis, WA
Equitable Advisors
Devin Sume is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has been with Equitable Advisors since 2016 and previously worked for AXA Advisors, LLC. Equitable Advisors serves a wide range of clients, including individuals, high-net-worth investors, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and a broker-dealer.
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