Benchmark Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$108,346,817
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
62
58% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
62
HighAverage account size
$1,747,529
About
Benchmark Financial is an independent, single‑advisor investment advisory firm that serves individuals, trusts, estates, and businesses with discretionary and non‑discretionary portfolio management as well as standalone financial planning and consulting. It begins client relationships with a complimentary consultation to gather suitability information and establishes written agreements that specify services and authorization for portfolio management.
The firm typically tailors portfolios using mutual funds, ETFs, individual stocks and bonds and manages accounts on a discretionary basis under a limited power of attorney, with ongoing reviews and client communication. Benchmark integrates third‑party platforms (Envestnet/Yodlee and RightCapital) for consolidated reporting and planning and routinely recommends custody and trade execution through an institutional Charles Schwab program.
Noteworthy differences from many peers include serving corporate/business clients and offering monitoring or advisory services related to employer retirement accounts, including rollover recommendations. Operationally, the firm reports limited custody via standing letters of authorization — $52,556,677 across 42 clients — and does not vote client proxies, features that distinguish its service and custody arrangement from many other independent, solo‑advisor practices.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Fee options
Negotiable fixed fees generally ranging from $1,500 to $30,000 annually; financial consulting fees generally start at $2,500
$0 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.50%
$300 per hour for projects limited in scope
Minimum fee: Generally ranges between $1,500 and $30,000 annually (not to exceed 2% of client assets under management)
Main office location
Benchmark Financial
Schwenksville PA, United States
Number of offices
2
Most active in
Benchmark Financial has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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