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Benedict Financial Advisors, Inc.

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Client assets under management

$519,441,366

Clients

315

51% high-net worth

Advisors

5

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

63

Typical

Average account size

$1,649,020

About

Benedict Financial Advisors, Inc. provides discretionary portfolio management, limited financial planning with an emphasis on retirement income, general consulting and educational services. Its clients include individuals (including high‑net‑worth clients), pension and profit‑sharing plans, corporations, trusts, estates and charitable organizations.

The firm begins client relationships by developing a Financial Profile and an Investment Plan tailored to each client and implements that plan on a discretionary basis, using a mix of common stocks, ETFs, mutual funds and bonds and employing fundamental, technical, charting and cyclical analysis as appropriate. Accounts are reviewed at least annually and, for eligible clients, BFA offers a wrap fee program that combines management and transaction charges for administrative convenience.

Compared with many peers, BFA maintains a structured client education and communications program — it publishes multiple periodicals (THE BENEDICT REPORT, FROM THE FIFTH FLOOR and the BENEDICT BRIEF) and conducts lectures and workshops — while managing approximately $529,382,185 in discretionary assets for about 315 clients with five advisors. The firm operates through the LPL platform and discloses receipt of economic benefits from LPL (including production bonuses and restricted stock units), has dually registered representatives and a related insurance agency, and uses Broadridge/Glass, Lewis for proxy voting — arrangements the brochure identifies as potential conflicts of interest for clients to consider.

Client services

Financial planning Portfolio management Newsletters or periodicals

Expertise

Retirement income strategy Income planning Options & derivatives strategies

Fee options

Percentage

$0 - $750,000: 1.49% $750,000 - $1,250,000: 1.29% $1,250,000 - $2,000,000: 1.19% $2,000,000 - $3,000,000: 1.14% $3,000,000 - $5,000,000: 1.09% $5,000,000+: 0.95%

Commissions

Insurance commissions and securities commissions earned by certain representatives when clients purchase insurance or securities products; clients are not charged advisory fees on assets where commissions are earned.

Other

Account minimum: $300,000 Fee-only: Financial planning fees are negotiated and vary depending on complexity; General consulting fees are negotiated per project.

Main office location

Benedict Financial Advisors, Inc.

6000 Lake Forrest Drive, Suite 550

Atlanta GA 30328-5901, United States

Number of offices

2

Most active in

Florida · Georgia · Michigan · North Carolina · South Carolina · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

James S

Series 63, Series 65

Atlanta, GA

Benedict Financial Advisors, Inc.

James Senkbeil is a financial advisor with Benedict Financial Advisors, Inc. in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with firms including Charles Street Asset Management, LLC, LPL Financial, LLC, and Moore Colson Financial Services, LLC. Senkbeil provides investment advisory services through Benedict Financial Advisors, an independent registered investment advisor. Benedict Financial Advisors serves individual investors, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, managing approximately $475 million across about 319 client relationships. The firm offers financial planning focused on retirement income, discretionary portfolio management, and client education, employing a blend of fundamental, technical, and cyclical analysis in managing portfolios.

Retirement income strategy Income planning Options & derivatives strategies
user avatar

Ashley T

CFP®, Series 66

Atlanta, GA

Benedict Financial Advisors, Inc.

Ashley Thompson is a CFP® professional with 18 years of experience, currently serving as a financial advisor at Benedict Financial Advisors, Inc. in Atlanta, GA, where she has worked since 2006. She also holds a Series 66 license and is a notary public for Cobb County, Georgia. Benedict Financial Advisors, Inc. manages approximately $475 million for a diverse client base, including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers financial planning focused on retirement income, discretionary portfolio management, and client education, utilizing a combination of fundamental, technical, and cyclical analysis in its investment strategies.

Retirement income strategy Income planning Options & derivatives strategies
user avatar

Travis J

CFP®, Series 63, Series 65

Atlanta, GA

Benedict Financial Advisors, Inc.

Travis James is a CFP® professional with 24 years of industry experience, currently serving at Benedict Financial Advisors, Inc. in Atlanta, GA. He has worked at both Benedict Financial Advisors and LPL Financial LLC for over two decades. Benedict Financial Advisors, Inc. manages approximately $475 million for individual investors, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm emphasizes retirement income planning, discretionary portfolio management, and client education through lectures and workshops, utilizing a combination of fundamental, technical, and cyclical analysis across a variety of investment strategies.

Retirement income strategy Income planning Options & derivatives strategies
user avatar

Robert H

CFP®, ChFC®, Series 66

Atlanta, GA

Benedict Financial Advisors, Inc.

Robert Hamill is a CFP® and ChFC® with 10 years of experience in the financial services industry. He is currently with Benedict Financial Advisors, Inc. and LPL Financial, LLC, having joined both firms in 2021. His prior roles include positions at Ameriprise Financial Services, Everence Trust Company, ProEquities, Inc., and Everence Financial. Benedict Financial Advisors, Inc. serves individual investors as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm manages approximately $475 million across about 319 client relationships, providing financial planning focused on retirement income, discretionary portfolio management, and client education through lectures and workshops.

Retirement income strategy Income planning Options & derivatives strategies
user avatar

Mark B

CFP®, Series 63, Series 65

Atlanta, GA

Benedict Financial Advisors, Inc.

Mark Beaver is a CFP® with 23 years of industry experience, currently serving at Benedict Financial Advisors, Inc. in Atlanta, GA. He has been with Benedict Financial Advisors since 2001 and has worked with LPL Financial, LLC since 2003. Benedict Financial Advisors, Inc. manages approximately $475 million for individual investors, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers financial planning focused on retirement income, discretionary portfolio management, and client education, employing a combination of fundamental, technical, and cyclical analysis across a range of investment strategies.

Retirement income strategy Income planning Options & derivatives strategies
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