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Juan Benedeti

Advisor at Ausdal Financial Partners, Inc.

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Ausdal Financial Partners, Inc. logo

Firm

Ausdal Financial Partners, Inc.

Location

Dade City, FL

Credentials

Series 63, Series 65

Industry experience

31 years

Client services

Financial planning Portfolio management Selection of other advisers Advice on uma platforms

Fee options

Percentage

$0+: Negotiable fees up to a maximum of 3% annually Held-away accounts via Pontera+: Maximum advisory fee of 1.5% Platform Fee+: 11 to 28 basis points (0.11% to 0.28%), with discounts based on account value Manager Fee+: 0 to 80 basis points (0% to 0.80%) depending on strategy selected

Commissions

Brokerage commissions and asset-based sales charges from securities and insurance product sales

Other

Fee-only: Financial Planning fees negotiated case-by-case, with prepayment limit of $1,200 six months in advance

Work history

Ausdal Financial Partners, Inc

2024 - Present (2 years)

Osaic Wealth, INC.

2024 - 2024 (1 year)

Osaic Advisory Services

2024 - 2024 (1 year)

American Portfolios

2007 - 2024 (17 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Matt F

CFP®

Land O Lakes, FL

Made Financial Design

Accessible Financial Advice We believe quality financial guidance should be available to everyone, regardless of wealth. Fee-Only Commitment As a fee-only firm, we prioritize your best interests—no commissions, no hidden fees. Personalized Planning From starting out to planning retirement, we tailor advice to your unique goals, offering services like investment management, retirement planning, and debt strategies. Empowering Your Dreams At MADE, we help you pursue financial clarity and confidence to live a life of meaning and adventure. Why MADE? MADE Financial Design is inspired by my family—Matthew, Adeline, Deborah, and Ezra. Their initials form our name, reflecting the work with do around Money, Adventure, Dreams, and Education. Like our love for travel and new experiences, we design financial plans to help you craft a life that reflects what matters most. Ready to design your financial future? Contact us for a free consultation at MADEFinancialDesign.com.

Educators, Teachers, and Academics FIRE (Financial Independence Retire Early) Gen X (Born 1965-1980)

Christopher S

CFP®, Series 63, Series 65

Wesley Chapel, FL

Edward Jones

Divorce financial planning Retirement income strategy Business ownership considerations General estate planning guidance Multi-generational wealth transfer Founder/Business Owner Women Professionals Women's Finance

Jimmy T

ChFC®, Series 66

Wesley Chapel, FL

Edward Jones

Wealth management General estate planning guidance Financial Professional

Casey B

Series 66

Dade City, FL

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General retirement planning Wealth management Founder/Business Owner

Joseph M

Series 66

Land O Lakes, FL

Fidelity

Joe Marone is a Financial Consultant currently working with Fidelity Investments since 2020. In this role, he collaborates with clients to develop and maintain financial plans aimed at achieving their retirement objectives. His approach emphasizes teamwork and focuses on aligning investment strategies with clients' lifestyles throughout their retirement years. Joe's professional experience spans several roles in the financial services industry. Prior to his current position, he served as Vice President of the Private Client Group at Fisher Investments from 2018 to 2020. He also held the positions of Branch Manager and Investment Consultant at TD Ameritrade between 2014 and 2018, and from 2008 to 2014, respectively. Early in his career, he worked as an Associate Financial Consultant at Laidlaw & Company, UK Ltd. from 2005 to 2008. He holds a California Insurance License. No additional information about his education or personal interests has been provided.

General retirement planning Retirement income strategy Income planning Wealth management

Jim F

Series 66

Wesley Chapel, FL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management ESG / Sustainable investing Inheritance planning
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