Benefit Financial Services Group

RIASEC Registered

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 that serves individuals, families and institutional clients. The firm is SEC-registered (2007) and positions itself as a capital allocator that combines financial planning, portfolio management and pension consulting with a mix of fee models (percentage of AUM, hourly and fixed fees). Advisory capabilities highlighted in filings include retirement plan consulting, selecting other advisers, and educational seminars. Benefit also reports being an active ESG investor and lists business activity as an “other financial product” salesperson; its industry affiliations extend across broker-dealer, insurance, accounting and real estate channels, among others. The firm has appeared in industry rankings, including Financial Times’ Top 300 RIA Firms (2020), FA Magazine’s Top RIA Firms (2020) and Forbes’ Top RIA Firms (2024).