J. Benjamin Financial, LLC logo

J. Benjamin Financial, LLC

Updated today

Client assets under management

$38,255,531

Clients

138

3% high-net worth

Advisors

2

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

69

High

Average account size

$277,214

About

J. Benjamin Financial serves individual and high net worth clients, providing discretionary asset management alongside standalone financial planning and consulting. Portfolios may include individual stocks, bonds, ETFs, mutual funds and certain private or real estate investments, while planning engagements address retirement, estate, tax, education, corporate structure and real estate analysis.

The firm customizes strategies to client objectives and monitors and rebalances accounts on an ongoing basis, generally charging percentage-of-AUM fees and implementing trades through a qualified custodian. Its investment process incorporates technical analysis and both long- and short-term purchase strategies, and it commonly holds cash and cash equivalents for liquidity and fee debit purposes.

Notably, the firm is affiliated with an insurance business controlled by the owner and its representatives are licensed insurance agents, a relationship the brochure discloses and limits (for example, the firm will not offer insurance products to Pennsylvania clients). The advisor team also includes Certified Public Accountants who provide tax preparation and accounting under separate engagement agreements, offering coordinated tax and investment services that some peers do not provide.

Client services

Financial planning Portfolio management Pension consulting

Expertise

General tax planning Charitable giving & philanthropy College savings (529s, UTMA, etc.)

Fee options

Fixed

Flat fees for financial planning services from $5,000 to $30,000

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.60% $3,000,001+: 0.35%

Subscriptions

Financial planning fees may be charged on a recurring basis based on scope and complexity

Other

Fee-only: Financial planning flat fees range from $5,000 to $30,000, or recurring fees based on engagement scope

Main office location

J. Benjamin Financial, LLC

757 Johnnie Dodds Blvd, Suite 101

Mount Pleasant SC 29464, United States

Number of offices

1

Most active in

North Carolina · Pennsylvania · 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

Jan K

Series 66

Mount Pleasant, SC

J. Benjamin Financial, LLC

Jan Kuha is a financial advisor at J. Benjamin Financial, LLC with 14 years of industry experience. He has worked at J. Benjamin Financial since 2016 and previously at Edward Jones from 2011 to 2016. Outside of advisory services, Kuha owns Blue Granite Insurance, LLC, a property, casualty, and marine insurance business, and is a managing member and partial owner of JHJ Wellness, a nutrition and supplement store. J. Benjamin Financial serves individual and high net worth clients by providing discretionary asset management alongside standalone financial planning and consulting. The firm customizes strategies based on client objectives and uses technical analysis and varied purchase strategies, while also offering coordinated tax and investment services through affiliated CPAs.

General tax planning Charitable giving & philanthropy College savings (529s, UTMA, etc.)
user avatar

Larry F

Series 63, Series 65

Mount Pleasant, SC

J. Benjamin Financial, LLC

Larry Fisher is a financial advisor with J. Benjamin Financial, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Grove Point Investments, Edge Accountants and Advisors LC, H. Beck, Inc., Symphony Financial, Ltd. Co., and LPL Financial. Outside of his advisory work, he is involved with Edge Accountants and Advisors LC, providing services related to client accounting systems. J. Benjamin Financial serves individual and high net worth clients with discretionary asset management, financial planning, and consulting. The firm employs a customized investment approach incorporating technical analysis and various purchase strategies, while also offering coordinated tax and accounting services through its team.

General tax planning Charitable giving & philanthropy College savings (529s, UTMA, etc.)
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