Advisor at Benedetti Financial, Inc.
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.
Firm
Benedetti Financial, Inc.
Location
Santa Maria, CA 93455
Credentials
CFP®, Series 63, Series 65
Industry experience
24 years
Trent Benedetti is a CFP® with 24 years of experience in financial advising. He is the owner of Benedetti Financial, Inc. and also has a longstanding role as a CPA, owning 50% of Benedetti & Assoc, CPA, Inc. Additionally, he has worked for the County of Santa Barbara and maintains a license as an insurance agent. Benedetti Financial provides investment supervisory services, financial planning, consulting, and referral services to individuals, retirement plans, charitable organizations, and businesses. The firm combines portfolio management with written financial plans and educational seminars, leveraging its affiliation with an accounting practice and a network of independent managers.
Based on Benedetti Financial, Inc.
Financial Planning and Consulting Services fixed fees typically range from $250 to $5,000.
$0 - $100,000: 1.50% (Growth and Balanced Portfolios) $100,000+: 1.00% (Growth and Balanced Portfolios) $0 - $100,000: 0.75% (Income Portfolios) $100,000+: 0.50% (Income Portfolios)
Separate commissions received by licensed insurance agents for insurance product sales, not charged by the firm as advisory fees.
Financial Planning and Consulting Services range from $50 to $250 per hour.
Account minimum: $100,000 Fee-only: Financial Planning and Consulting Services charged on hourly basis ($50 to $250 per hour) or fixed fee basis ($250 to $5,000)
2151 S. College Drive, Ste. 101
Santa Maria, CA 93455
California · Tennessee · Texas
County of Santa Barbara
2018 - 2024 (6 years)
Benedetti Financial, Inc.
2016 - Present (10 years)
Benedetti & Assoc, CPA, Inc.
2000 - Present (26 years)
Benedetti, Trent J
1987 - 2016 (29 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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.
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Golden State Wealth Management, LLC
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