B
Benefits Plus, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Benefits Plus serves employer plan sponsors, employee benefit plans, professionals (including attorneys, CPAs, and trusts), and individuals by providing settlement consulting, pension consulting, health insurance consulting, and financial planning and consulting. Engagements cover needs assessment, plan design and implementation support, litigation support, and modular or comprehensive written financial plans.
The firm delivers advice through one-time or time-limited consulting and written plans that are typically completed within six months, leaving implementation and investment decisions to the client. It does not manage or take custody of client assets and charges fixed or hourly fees rather than percentage-of-assets-under-management arrangements.
Noteworthy aspects include an affiliation with an insurance agency and a disclosed annuity wholesaling relationship (via Avitas), plus broker‑dealer registrations held by the firm’s principal, which can result in commissionable insurance sales alongside fee-based consulting. The combination of ERISA-focused employee benefits work, non‑AUM fee practices, and insurance‑affiliated activities distinguishes the firm from many peers.
Client services
Financial planning
Not providing advisory services
Expertise
Annuities
Occupation focus
Attorney
Founder/Business Owner
Fee options
Fixed fees generally range from $2,500 to $30,000 depending on service; modular financial plans from $1,500 to $2,500
Commissions earned on sale of annuities and insurance products in separate capacity; firm does not sell securities for commission to financial planning clients
$450 per hour for settlement consulting, pension consulting, and financial consulting services
Fee-only: Hourly fee of $450 per hour; Fixed fees ranging from $1,500 to $30,000 depending on service
Main office location
Benefits Plus, LLC
1141 Division Street
Napa CA 94559, United States
Number of offices
2
Most active in
Benefits Plus, LLC has reported serving >5 clients in these states in the last 12 months.
California
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
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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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