Advisor at Benefit Financial Services Group
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Firm
Benefit Financial Services Group
Location
Phoenix, AZ 85016
Credentials
CFP®, Series 63, Series 66
Industry experience
18 years
Mark Blom is a Certified Financial Planner (CFP®) with 18 years of industry experience. He has been with Benefit Financial Services Group since 2017 and previously worked at Clarity Financial LLC. Benefit Financial Services Group serves individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors with wealth management, institutional pension consulting, and tax preparation services. The firm’s investment approach focuses on diversified, outcome-oriented portfolios and offers specialized services including ESG portfolios, retirement plan fiduciary roles, and access to alternative investments.
Based on Benefit Financial Services Group
Based on Benefit Financial Services Group
$0+: 0.25% to 1.25% annually depending on services and complexity (fees can exceed 1.25% due to minimum fee) Not explicitly stated+: 0.35% to 0.55% annually on plan assets for asset-based pension consulting fees Not explicitly stated+: 0.01% to 0.75% annually on average annual plan assets for investment & compliance consulting Not explicitly stated+: 0.01% to 0.50% annually on plan assets for discretionary fiduciary services Not explicitly stated+: 0.02% to 0.10% annually on plan assets for Managed Account Service
Financial planning hourly fees generally range from $150 to $500 per hour; Divorce financial planning up to $500 per hour; Consulting in a settlor capacity at $100 per hour.
Minimum fee: Total minimum fee of up to $5,500 per year for Investment Portfolio Management Services Fee-only: Fixed fees ranging from $300 to $3,000 depending on account size and complexity; Pension consulting fixed fees from $5,000 to $200,000; Vendor search fees $5,000 to $50,000; Fiduciary structure fees $2,500 to $5,000; Participant education fees $500 to $2,000 per meeting day; Financial planning fixed fees $5,000 to $100,000; Managed Account fixed fees up to $25,000.
1643 E Bethany Home Road
Phoenix, AZ 85016
Arizona
Benefit Financial Services Group
2017 - Present (9 years)
Bfsg, Llc
2017 - Present (9 years)
UnEmployed
2016 - 2017 (1 year)
Clarity Financial LLC
2012 - 2016 (4 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.
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.
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.
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