George Harris
Bentham Wealth Advisors · Williamsville, New York
George Harris is a fee-only financial advisor at Bentham Wealth Advisors in Williamsville, New York, who holds the CFP credential. George charges a percentage of assets and an ongoing planning fee (1.25% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Bentham Wealth Advisors |
|---|---|
| Based in | Williamsville, New York |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | 1.25% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $110.1M across 552 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 2387291 |
| Exams passed | Series 63 (1993) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.benthamwealth.com |
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Questions about George
Is George Harris a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: George holds no broker registration, and Bentham Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does George charge for financial advice?
George charges a percentage of assets and an ongoing planning fee.
How much does George charge?
According to Bentham Wealth Advisors's website, checked October 30, 2026: 1.25% a year on the first tier of assets managed.
Where is George Harris based?
George Harris is based in Williamsville, New York.
What does George specialize in?
George's specialties include retirement planning, tax planning, estate & legacy planning and student loans. George works with retirees and pre-retirees.
What credentials does George Harris hold?
George Harris holds the CFP credential.
Is George Harris registered with the SEC?
Yes. George Harris is registered as an investment adviser representative in NY (CRD 2387291), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bentham Wealth Advisors manage?
Bentham Wealth Advisors reports $110.1M across 552 accounts in assets under management.
How do I contact George Harris?
Through George's website, www.benthamwealth.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
- Bentham Wealth Advisors 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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