Benefit Investing LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
1
0% 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
1
Very LowAverage account size
$0
About
The firm serves businesses as a provider of employer-funded financial education workshops and works with individuals and families through project-based planning and ongoing advisory services. Workshops are delivered as two-hour interactive sessions on topics such as retirement account choices, budgeting, investment selection, and retirement distributions, while individual services are offered on an hourly project basis or through an assets-under-advisement arrangement.
The firm’s approach emphasizes education and client decision-making, combining fundamental and technical analysis with diversified portfolios that may include equities, ETFs, bonds, REITs, CDs, and money market funds. Advisers provide recommendations and regular reviews but do not custody or execute trades for clients; implementation and account maintenance are handled by clients and their chosen custodians, with quarterly meetings for ongoing advisory clients.
What is noteworthy is the firm’s explicit focus on employer-sponsored financial workshops and project-based hourly planning alongside traditional asset-based advisory, a mix that is uncommon among investment-manager firms. The firm’s principal brings a background in mathematics education and academic teaching and research, which informs its instructional, workshop-driven practice and the emphasis on building client financial literacy.
Client services
Financial planning
Newsletters or periodicals
Educational seminars or workshops
Expertise
General retirement planning
Retirement income strategy
Income planning
Social Security optimization
Cash flow / budgeting
Demographic focus
Young Families
Fee options
Financial education advising workshops charged per group size from $700 to $2400 per 2-hour workshop
$1,000 - $1,000,000: 0.80% annually $1,000,001 - $3,000,000: 0.65% annually $3,000,001 - $6,000,000: 0.50% annually $6,000,001 - $9,000,000: 0.35% annually $9,000,001+: 0.20% annually
$160 per hour for project based financial planning
Fee-only: Project based financial planning at $160 per hour; workshop group rates ranging from $700 to $2400 depending on group size
Main office location
Benefit Investing LLC
Denver CO, United States
Number of offices
1
Most active in
Benefit Investing LLC has reported serving >5 clients in these states in the last 12 months.
Colorado
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:
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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.
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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.
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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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