Jeffrey Benson
Advisor at Benson Advisory Services & Asset Management
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.
Advisor at Benson Advisory Services & Asset Management
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.
Location
Sycamore, IL 60178
Credentials
CFP®, Series 63
Industry experience
38 years
Jeffrey Benson is a CFP® with 38 years of industry experience. He is the principal of Benson Advisory Services & Asset Management and has previously worked at Royal Alliance Associates, Inc. Outside of his advisory work, he serves as a church council member and provides federal and state income tax preparation services. Benson Advisory Services & Asset Management serves a small client base, offering investment advice, financial planning, brokerage, and insurance services. The firm provides coordinated planning and execution through multiple compensation methods and may recommend third-party advisers to clients.
Based on Benson Advisory Services & Asset Management
Commissions are reported as a fee type in SEC Form ADV Part 1 data.
Hourly charges are reported as a fee type in SEC Form ADV Part 1 data.
1205 Dekalb Ave.
Sycamore, IL 60178
Illinois · Texas
OSAIC
2023 - Present (3 years)
Jeffrey A. Benson
2006 - Present (20 years)
Royal Alliance Associates, INC.
1989 - 2023 (34 years)
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.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")