Brian Benson
Advisor at Hoskin Capital
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Brian Benson is a CFP® and PFS™ credentialed advisor with four years of industry experience, currently serving at Hoskin Capital. His prior experience includes roles at St Germain Investment Management and Myers Brothers Kalicka, PC. He also works as an adjunct professor at Elms College, teaching classes related to his CFP certification. Hoskin Capital serves individual investors, trusts, estates, charitable organizations, and business entities by providing discretionary investment management along with financial planning, tax preparation, bookkeeping, and estate-planning guidance. The firm employs a risk-based, tactical allocation approach that integrates environmental, social, and innovation screening with fundamental analysis, and offers fixed, subscription, and hourly fee arrangements combined with tax and bookkeeping services.
Client services
Based on Hoskin Capital
Financial planning
Portfolio management
Tax return preparation
Expertise
Based on Hoskin Capital
Equity compensation tax strategy
Roth conversion strategy
General estate planning guidance
Cash flow / budgeting
Demographic focus
Based on Hoskin Capital
Young Professionals
Values-based investing
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
Fee options
One-time fixed fees for written financial plans or reports ranging from $1,000 to $10,000 depending on plan type and complexity
Hourly fee of $450 per hour for financial consultation services
Minimum fee: Fixed financial plan fees between $1,000 and $10,000 depending on plan complexity and client relationship; ongoing fixed annual fees between $1,000 and $10,000 depending on services selected Fee-only: Fixed fees for financial planning services ranging from $1,000 to $10,000; ongoing fixed fees from $99 to $1,000 per month depending on service package
Location
Broad Brook, CT
Most active in
Brian B has reported serving >5 clients in these states in the last 12 months.
Connecticut
Work history
Hoskin Capital
2023 - Present (3 years)
Brightside Benefit
2022 - Present (4 years)
St Germain Investment Management
2019 - 2022 (3 years)
Myers Brothers Kalicka, PC
2016 - 2019 (3 years)
Best Buy
2014 - 2016 (2 years)
Meyers Brothers Kalicka
2012 - 2016 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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