Bennett Stein
Stein Financial LLC · Miramar Beach, Florida
Bennett Stein is a fee-only financial advisor at Stein Financial LLC in Miramar Beach, Florida, who holds the CFP and CPA credentials. Bennett charges a percentage of assets (typically works with clients with $500,000 or more) and focuses on small business owners, retirement planning and family wealth transfer.
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Specialties
Who they serve
- High earners
- HENRY (High Earners, Not Rich Yet)
- Ultra high net worth
- Founders
- Executives
- Pre-retirees
- Retirees
- Early-career professionals
- Multi-generational families
About
Fee-Only Fiduciary specializing in bespoke asset management, wealth management, long-term tax planning, and business valuation. Our clients include individuals, families, trusts, businesses, and nonprofits.
My firm actively manages the client portfolios according to our own style of value investing. We emphasize risk management, while trying to identify quality companies at an attractive price. I use my background and accounting and business valuation to better execute the firm’s investment strategy.
We don’t sell products. We don’t take commissions. We offer our services as a fiduciary, sitting on your side of the table.
My practice also offers retirement planning, tax planning, and compliance, as well as business valuation services.
Services
- 401(k) & IRA Management
- Asset Allocation
- Cash Flow Planning
- Charitable Giving
- College/Education Planning
- Debt Management
- Education Planning
- Estate Planning
- Exit Planning
- Family Office Services
- Family Wealth Transfer
- Financial Advice & Coaching
- Financial Planning
- Individual Tax Services
- Investment Management
- Liquidity & Exit Planning
- Life Transition Planning
- Portfolio Management
- Portfolio Rebalancing
- Retirement Planning
- Social Security Planning
- Stock Option Planning
- Tax Strategy
- Trust Services
Facts
| Firm | Stein Financial LLC |
|---|---|
| Based in | Miramar Beach, Florida |
| Fee model | Percentage of assets |
| Fees (firm's website) | Typically works with clients with $500,000 or more |
| Accepting new clients | Yes |
| Assets under management | Under $25M |
| Firm founded | 2022 |
| Firm size | 2 - 5 employees |
| Credentials | CFP · CPA |
| Investment approach | Active management |
| SEC registration | Investment adviser representative in FL · CRD 7030237 |
| Exams passed | Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.steinfinancial.net |
| Profile |
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Questions about Bennett
Is Bennett Stein a fee-only financial advisor?
Yes. Bennett Stein is listed in the public advisor directory (listed as fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Bennett's firm.
How does Bennett charge for financial advice?
Bennett charges a percentage of assets.
How much does Bennett charge?
According to Stein Financial LLC's website, checked October 28, 2026: typically works with clients with $500,000 or more.
Where is Bennett Stein based?
Bennett Stein is based in Miramar Beach, Florida.
What does Bennett specialize in?
Bennett's specialties include small business owners, retirement planning, family wealth transfer, equity compensation, tax planning and estate & legacy planning. Bennett works with high earners, HENRY (High Earners, Not Rich Yet), ultra high net worth, founders and executives.
What credentials does Bennett Stein hold?
Bennett Stein holds the CFP and CPA credentials.
Is Bennett Stein registered with the SEC?
Yes. Bennett Stein is registered as an investment adviser representative in FL (CRD 7030237), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Stein Financial LLC manage?
Stein Financial LLC reports Under $25M in assets under management.
How do I contact Bennett Stein?
Through Bennett's website, www.steinfinancial.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- Stein Financial LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 25, 2026.
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