WealthAdvisor365
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,000,000
Clients
0
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
4
Very LowAverage account size
—
About
Benevolent Planning LLC provides investment management, comprehensive financial planning (both project-based and ongoing), and retirement plan consulting and management to individuals, high-net-worth clients, profit-sharing plans, charitable organizations, and corporations or other businesses. The firm offers discretionary portfolio management across stocks, bonds, mutual funds, ETFs, municipal and U.S. government securities, and delivers written financial plans that address cash flow, estate planning, tax strategies, and employee benefits.
The firm operates as a fee-only, fiduciary adviser and develops client-specific investment policies through personal discussions to set asset allocation targets and risk tolerances, applying Modern Portfolio Theory and a mix of passive and active strategies. Portfolios are monitored on a scheduled basis (quarterly reviews are disclosed) and the adviser typically places trades through recommended custodians (Charles Schwab and Interactive Brokers) under limited discretionary authority when engaged for investment management.
Notable features that distinguish the firm from many solo independent advisers include active retirement plan management with ERISA 3(38)-style investment manager responsibilities and a client mix that explicitly includes plan sponsors, charitable organizations, and corporate clients rather than only individual households. The principal’s dual role as a CFP®-credentialed adviser and an owner/tax preparer at Tampa Tax Consulting creates an operational link to tax preparation services and accounting-related work, a relationship the brochure discloses and that the firm notes could lead to cross-referral opportunities while maintaining client choice.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Fee options
Initial Financial Planning fee from $3,500 to $100,000; Project-Based Financial Planning fixed fees from $3,500 to $100,000; Ongoing Financial Planning fixed fees from $1,000 to $100,000 per quarter.
$0 - $5,000,000: 1.25% $5,000,001+: 0.95%
$600 per hour for Project-Based Financial Planning
Account minimum: $1,000,000 (may be reduced or waived on a case-by-case basis) Fee-only: Ongoing Financial Planning fixed fees from $1,000 to $100,000 per quarter, Project-Based Financial Planning fixed fees from $3,500 to $100,000, and hourly rate of $600/hour.
Main office location
WealthAdvisor365
Fort Lauderdale FL, United States
Number of offices
1
Most active in
WealthAdvisor365 has reported serving >5 clients in these states in the last 12 months.
Florida
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:
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.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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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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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