BENEFIT FINANCIAL SERVICES GROUP

RIASEC RegisteredEst. 2007

Total AUM

$1.5B

Discretionary

$1.5B

100% of AUM

Avg account

$671K

Accounts

2,289

Employees

Advisory reps

Firm details

Headquarters: IRVINE, California
CRD number: 143617
Registered since: April 17, 2007
Website: bfsg.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI77.61%
Individuals13.31%
State / Municipal Government2.94%
Charitable Organizations2.26%
Corporations / Businesses1.93%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Benefit Financial Services Group is an independent registered investment adviser and capital allocator founded in 2007. The firm serves individual and family clients as well as institutional relationships, providing financial planning, portfolio management for individuals and businesses, pension consulting, adviser selection, and educational workshops. Its fee arrangements include percentage-of-AUM pricing alongside hourly and fixed-fee engagements. The firm lists activity as a salesperson of other financial products, and identifies ESG investing as an active part of its approach. The firm maintains industry connections across a range of professional providers: broker-dealers, accounting and law firms, insurance companies, pension consultants, real estate brokers, and entities that sponsor or act as general partners for pooled investment vehicles. Benefit Financial Services Group has been recognized on several industry lists, including Financial Times’ Top 300 RIA Firms (2020), FA Magazine’s Top RIA Firms (2020), and Forbes’ Top RIA Firms (2024).