Benson Advisory Services & Asset Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
25
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
25
TypicalAverage account size
$0
About
Benson Advisory Services & Asset Management serves a small client base (about 25 clients) and provides investment advice and financial planning alongside brokerage and insurance services. The firm’s Form ADV indicates it offers financial planning and uses multiple compensation methods, including hourly charges, commissions, and percentage‑of‑assets arrangements.
The brochure describes a combined advisory and execution role: the firm is a registered representative of a broker‑dealer, acts as an insurance broker/agent, and can select or recommend other advisers to clients. As a result, clients may receive coordinated planning, execution of transactions, and placement of insurance products, sometimes involving third‑party advisers arranged by the firm.
This combination of activities and fee approaches — commissions, hourly fees, AUM fees, broker‑dealer registration, insurance agency activity, and the selection of other advisers — is statistically uncommon among peers and is disclosed in the Form ADV. The firm is not a private fund adviser and operates a small, unclassified practice, with those structural characteristics and any related conflict‑of‑interest arrangements noted in its regulatory disclosures.
Client services
Financial planning
Selection of other advisers
Fee options
Commissions are reported as a fee type in SEC Form ADV Part 1 data.
Hourly charges are reported as a fee type in SEC Form ADV Part 1 data.
Main office location
Benson Advisory Services & Asset Management
1205 Dekalb Ave
Sycamore IL 60178, United States
Number of offices
0
Most active in
Benson Advisory Services & Asset Management has reported serving >5 clients in these states in the last 12 months.
Illinois
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory 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.
-
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.
Forms ADV
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