Advisor at Independent Financial Planning
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
Reston, VA 20190
Credentials
Series 65
Industry experience
3 years
Ryan Benson is a financial advisor at Independent Financial Planning in Great Falls, VA, holding a Series 65 designation with three years of industry experience. Prior to his advisory role, he worked in public education and is the founder and CEO of EPE Math Tutoring. He also serves as Managing Director of Independent Financial Education, providing financial education resources and seminars. Independent Financial Planning serves individual investors, including high-net-worth and non-high-net-worth clients, as well as retirement plan sponsors. The firm offers comprehensive financial planning, portfolio management, retirement plan advisory, tax preparation, business consulting, and educational workshops, using a Core + Satellite investment approach that combines passive indexed holdings with active satellite positions.
Based on Independent Financial Planning
Based on Independent Financial Planning
$3,000 for initial financial plan; various fixed fees for tax preparation (e.g., $200 first time filer, $300 personal tax return, $100 Schedule C, $500 business returns)
$0 - $249,999: 1.25% annually $250,000 - $499,999: 1.20% annually $500,000 - $999,999: 1.10% annually $1,000,000 - $1,999,999: 1.00% annually $2,000,000 - $4,999,999: 0.80% annually $5,000,000 - Above: 0.60% annually
$200 per hour (for profit & loss or statement review, additional state tax returns)
1930 Isaac Newton Sq, Suite 205
Reston, VA 20190
Virginia
Independent Financial Planning
2022 - Present (4 years)
Fairfax County Public Schools - Glasgow MS
2019 - 2022 (3 years)
Arlington County Public Schools - Kenmore MS
2019 - 2019 (1 year)
Full-Time Student
2012 - 2018 (6 years)
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Is not 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.
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 65
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David Hainsworth is the sole advisor at David N. Hainsworth, C.P.A., P.C. in Fairfax, VA, with 9 years of industry experience and credentials including CFP® and Series 63. He has been operating his firm since 1989, which functions as both a CPA practice and an independent advisory firm. The firm provides portfolio management and financial planning services to individuals, corporations, and pension or profit-sharing plans, employing modern portfolio theory and a long-term trading approach. It combines CPA services with investment advice and works with third-party managers while offering non-discretionary advice and documented investment policies.
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