Benefit Financial Services Group

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Total assets under management

$1,290,227,768

Total clients

823

37% high-net worth

Total advisors

of 31 employees

Firm size

Multi Team

Average clients per advisor

Average account size

$1,567,713

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Credit and cash management solutions, insurance solutions, tax preparation services.

Fee options

Fixed

Certain clients charged fixed fees ranging from $300 to $3,000 depending on account size and complexity.

Percentage

Not specified - Not specified: Typically ranges from 0.25% to 1.25% annually depending on services, investment strategies, and complexity. Fees can exceed 1.25% due to minimum fee charged as a percentage of assets.

Other

Account minimum: $5,500 total minimum fee per year for Investment Portfolio Management Services (minimum fee, not stated explicitly as minimum account size) Minimum fee: A total minimum fee of up to $5,500 per year is required for Investment Portfolio Management Services.

Disclosures

Business activities & affiliations

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.

Main office location

Benefit Financial Services Group

2040 Main Street, Suite 720

Irvine CA 92614, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram YouTube Website 949-955-2552

Advisors at this firm

Scott S

CFP®, Series 66

Phoenix, AZ

Benefit Financial Services Group

Arash N

CFP®

Irvine, CA

Benefit Financial Services Group

Sophia L

CFP®, Series 63, Series 66

Irvine, CA

Benefit Financial Services Group

Brent M

CFA®

Phoenix, AZ

Benefit Financial Services Group

Steven Y

Series 65

Irvine, CA

Benefit Financial Services Group

Henry V

CFP®, Series 63

Irvine, CA

Benefit Financial Services Group

Braden P

CFA®, Series 65

Irvine, CA

Benefit Financial Services Group

Christopher R

Series 63, Series 65

Irvine, CA

Benefit Financial Services Group

Patrick P

CFP®, CFA®, PFS™

Irvine, CA

Benefit Financial Services Group

Chad N

Series 65

Irvine, CA

Benefit Financial Services Group

Paul H

CFP®, Series 65, Series 66

Phoenix, AZ

Benefit Financial Services Group

Grace L

CFA®, Series 65

Irvine, CA

Benefit Financial Services Group

Nicole C

Series 65

Irvine, CA

Benefit Financial Services Group

Martina S

CFP®, CFA®, Series 63, Series 65

Reno, NV

Benefit Financial Services Group

Mark B

CFP®, Series 63, Series 66

Phoenix, AZ

Benefit Financial Services Group

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