L. K. Benson & Company, P.C.

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Client assets under management

$446,232,124

Clients

103

73% high-net worth

Advisors

of 9 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$4,332,351

About

L. K. Benson & Company, P.C. serves individual and high‑net‑worth clients and their families, providing ongoing financial planning and discretionary portfolio management alongside project‑based tax planning, tax preparation, and accounting services. The firm operates as a fee‑only adviser and does not accept commissions or participate in wrap‑fee programs.

The firm’s investment approach emphasizes asset allocation and diversification as primary drivers of long‑term returns, using mutual funds and ETFs and implementing tailored target allocations with regular supervision and rebalancing. It also acts as a coordinator and reviewer of third‑party managers when portions of client portfolios are delegated to independent managers.

Distinctive features include a formal affiliation with an accounting practice and staff who hold CPA and financial‑planning credentials, allowing integrated tax and accounting work alongside investment advice. The firm is also notable for its small advisory team managing substantial assets and for billing primarily by fixed fees and hourly/project rates rather than the more common percentage‑of‑assets fee model.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General estate planning guidance General tax planning Wealth management Cash flow / budgeting Retirement income strategy

Fee options

Project-based

Financial planning and tax planning services billed hourly at $195 to $585 per hour, fees negotiable

Other

Minimum fee: Annual fees typically range between $10,000 - $32,000, billed quarterly in advance as a retainer fee based on complexity Fee-only: Fees are fee-only; no commissions or other compensation from product sales

Main office location

L. K. Benson & Company, P.C.

9690 Deereco Road, Suite 430

Timonium MD 21093, United States

Number of offices

Most active in

Florida · Maryland

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not 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.

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.

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

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website (410) 494-6680

Advisors at this firm

Christopher B

PFS™

Timonium, MD

L. K. Benson & Company, P.C.

Christopher Benson is a PFS™ credentialed advisor with 12 years of experience, currently serving at L. K. Benson & Company, P.C. since 2009. He works at a small firm based in Jarretsville, MD, focused on financial planning and portfolio management. L. K. Benson & Company serves individuals and high-net-worth families by combining financial planning and discretionary portfolio management with tax planning, tax preparation, and accounting services. The firm emphasizes asset allocation and diversification, regularly supervises portfolios, and integrates in-house tax and accounting expertise to support customized client objectives.

General estate planning guidance General tax planning Wealth management Cash flow / budgeting Retirement income strategy

Lyle B

CFP®, PFS™

Timonium, MD

L. K. Benson & Company, P.C.

Lyle Benson is a CFP® and PFS™ with 13 years of industry experience. He has been with L. K. Benson & Company, P.C. since 1994. L. K. Benson & Company serves individuals and high-net-worth families, providing financial planning, discretionary portfolio management, tax planning, tax preparation, and accounting services. The firm emphasizes asset allocation and diversification, tailoring investment strategies to client goals and risk tolerance, and integrates in-house tax and accounting expertise alongside investment advice.

General estate planning guidance General tax planning Wealth management Cash flow / budgeting Retirement income strategy

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