David Eltringham
Benchmark Wealth · Cincinnati, Ohio
David Eltringham is a fee-only financial advisor at Benchmark Wealth in Cincinnati, Ohio. David focuses on retirement planning and founders (pre-exit). Benchmark Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Founders
Facts
| Firm | Benchmark Wealth |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $179.0M across 286 accounts |
| SEC registration | Investment adviser representative in OH · CRD 4771777 |
| Exams passed | Series 66 (2011) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.benchmark-wealth.com |
How David's firm compares
- Benchmark Wealth's average account is about $626,000, from its Form ADV (assets managed divided by 286 accounts).
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Questions about David
Is David Eltringham a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Benchmark Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Benchmark Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is David Eltringham based?
David Eltringham is based in Cincinnati, Ohio.
What does David specialize in?
David's specialties include retirement planning and founders (pre-exit). David works with executives and founders.
Is David Eltringham registered with the SEC?
Yes. David Eltringham is registered as an investment adviser representative in OH (CRD 4771777), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Benchmark Wealth manage?
Benchmark Wealth reports $179.0M across 286 accounts in assets under management.
How do I contact David Eltringham?
Through David's website, www.benchmark-wealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Benchmark Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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