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The Bendix Financial Group, Inc.

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Client assets under management

$196,644,826

Clients

211

37% high-net worth

Advisors

3

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

70

High

Average account size

$931,966

About

The Bendix Financial Group advises individuals (including high‑net‑worth clients), business entities, trusts, estates, charitable organizations and retirement plans, providing discretionary portfolio management, retirement consulting and limited stand‑alone financial planning. The firm also offers accounting and tax preparation services through its principals and can implement recommendations through either wrap‑fee or non‑wrap arrangements.

Portfolios are constructed using asset‑allocation tools, risk‑tolerance questionnaires and a mix of mutual funds, ETFs, individual equities and fixed income, with ongoing supervision, rebalancing and the option to use third‑party model managers. The advisor participates in multiple wrap programs and platform offerings (including model portfolio, SMA/UMA and separately managed account options) and leverages program managers such as BlackRock, Goldman Sachs, Fidelity, Russell and Vanguard to implement diversified strategies.

Noteworthy differences from many peers include the firm’s broker‑dealer affiliation and representatives’ ability to effect commission‑based transactions and insurance sales, and its role in offering wrap‑fee program sponsorship with custodial and execution services provided through sponsoring firms. The firm also offers accounting/tax services through its principals and manages approximately $196.6 million in discretionary assets for roughly 211 clients, disclosures and potential conflicts of interest for commission or insurance compensation are addressed in its brochure.

Client services

Financial planning Portfolio management

Expertise

Real estate investing

Fee options

Fixed

Fixed fees generally range from $500 to $5,000 for financial planning and consulting services.

Percentage

$0 - $249,999: 2.50% $250,000 - $499,999: 2.25% $500,000 - $749,999: 2.00% $750,001 - $1,246,999: 1.75% $1,250,000 - $1,999,999: 1.50% $2,000,001 - $4,999,999: 1.25% $5,000,001 - $24,999,999: 1.25% over $25,000,000+: 1.00%

Commissions

Commissions are charged for securities and insurance products sold through Osaic Wealth representatives; no advisory fees are charged in addition to commissions for such products.

Project-based

Hourly consulting fees range from $250 to $500 per hour.

Other

Account minimum: $50,000 Fee-only: Financial planning and consulting fees generally range from $500 to $5,000 (fixed fee) or $250 to $500 per hour.

Main office location

The Bendix Financial Group, Inc.

585 Stewart Ave., Suite 314

Garden City NY 11530, United States

Number of offices

1

Most active in

More info

California · Florida · New York · Utah

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

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

Quick links

Website 516-228-8300

Advisors at this firm

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Daniel E

CFP®, Series 63

Garden City, NY

The Bendix Financial Group, Inc.

Daniel Eccleston is a CFP® with 27 years of industry experience, currently serving as an advisor at The Bendix Financial Group, Inc. He has worked at The Bendix Financial Group since 1997 and Royal Alliance Associates, Inc. since 1998. In addition to his advisory role, he assists clients with life, health, and long-term care insurance and prepares individual tax returns on an as-needed basis. The Bendix Financial Group provides discretionary portfolio management and retirement consulting to individuals, trusts, estates, and retirement plans, utilizing a range of investment strategies and third-party program managers. The firm emphasizes individualized asset allocation through proprietary tools and offers both wrap and non-wrap advisory services.

Real estate investing
user avatar

David B

CFP®, Series 63

Garden City, NY

The Bendix Financial Group, Inc.

David Bendix is a CFP® professional with 35 years of experience, serving as President of The Bendix Financial Group, Inc. since 1991. He holds a Series 63 license and has prior experience with Royal Alliance Associates, Inc. Bendix also operates a sole proprietorship involved in the sale of individual life and health insurance and provides individual tax preparation services as a CPA. The Bendix Financial Group provides discretionary portfolio management and retirement consulting to individuals, trusts, estates, and employee benefit plans. The firm uses a technology-driven, individualized asset allocation approach and invests across multiple asset classes, supporting both wrap and non-wrap arrangements while leveraging third-party program managers.

Real estate investing
user avatar

Garry E

CFP®, Series 63

Garden City, NY

The Bendix Financial Group, Inc.

Garry Egre is a CFP® with 22 years of industry experience, currently serving at The Bendix Financial Group, Inc. He has worked with Royal Alliance Associates since 2010 and is a partner at Martin R. Egre CPA & Associates LLP, where he is involved in tax preparation and payroll services. In addition to his advisory role, he is licensed to sell life, health, and long-term care insurance. The Bendix Financial Group provides discretionary portfolio management and retirement consulting to individuals, trusts, estates, and qualified plans. The firm employs a personalized asset allocation process using the VISION2020 platform and invests across a broad range of securities, supporting both wrap and non-wrap arrangements with ongoing portfolio supervision.

Real estate investing
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