Filip Telibasa
Benzina Wealth · Sarasota, Florida
Filip Telibasa is a fee-only financial advisor at Benzina Wealth in Sarasota, Florida, who holds the CFP credential. Filip charges a flat fee or retainer and an ongoing planning fee and focuses on flat-fee planning, equity compensation and small business owners.
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Specialties
Facts
| Firm | Benzina Wealth |
|---|---|
| Based in | Sarasota, Florida |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $19.6M across 157 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, FL, TX · CRD 5695294 |
| Exams passed | Series 63 (2010) · Series 65 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | benzinawealth.com |
| Profile |
How Filip's firm compares
- Benzina Wealth's average account is about $125,000, from its Form ADV (assets managed divided by 157 accounts).
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Questions about Filip
Is Filip Telibasa a fee-only financial advisor?
Yes. Filip Telibasa is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Filip's firm.
How does Filip charge for financial advice?
Filip charges a flat fee or retainer and an ongoing planning fee.
Where is Filip Telibasa based?
Filip Telibasa is based in Sarasota, Florida.
What does Filip specialize in?
Filip's specialties include flat-fee planning, equity compensation and small business owners.
What credentials does Filip Telibasa hold?
Filip Telibasa holds the CFP credential.
Is Filip Telibasa registered with the SEC?
Yes. Filip Telibasa is registered as an investment adviser representative in CA, FL and TX (CRD 5695294), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Benzina Wealth manage?
Benzina Wealth reports $19.6M across 157 accounts in assets under management.
How do I contact Filip Telibasa?
Through Filip's website, benzinawealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Benzina Wealth 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 21, 2026.
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