# Helen Ngo

> Helen Ngo is a fee-only financial advisor at Capital Benchmark Partners, LLC in Atlanta, Georgia, who holds the CFP credential. Helen charges a percentage of assets and hourly fees ($400 an hour and 1.3% a year on the first tier of assets managed) and focuses on retirement planning, small business owners and equity compensation.

Page: https://find.wellspent.co/advisors/helen-ngo/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Capital Benchmark Partners, LLC
- **Based in:** Atlanta, Georgia
- **Fee model:** Percentage of assets; Hourly
- **Fees (firm's website):** $400 an hour; 1.3% a year on the first tier of assets managed; no asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $56.3M across 477 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Small business owners, Equity compensation
- **Works with:** High earners, Physicians, Founders
- **CRD:** 5544291 (https://adviserinfo.sec.gov/individual/summary/5544291)
- **SEC registration:** Investment adviser representative in CA, GA, NY, TX, VA
- **Exams passed:** Series 66 (2010)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://capitalbenchmarkpartners.com

## Frequently asked questions

### Is Helen Ngo a fee-only financial advisor?

Yes. Helen Ngo is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Helen's firm.

### How does Helen charge for financial advice?

Helen charges a percentage of assets and hourly fees.

### How much does Helen charge?

According to Capital Benchmark Partners, LLC's website, checked October 28, 2026: $400 an hour; 1.3% a year on the first tier of assets managed; no asset minimum.

### Does Helen work with clients virtually?

Yes. Capital Benchmark Partners, LLC says on its website that it works with clients remotely.

### Where is Helen Ngo based?

Helen Ngo is based in Atlanta, Georgia.

### What does Helen specialize in?

Helen's specialties include retirement planning, small business owners and equity compensation. Helen works with high earners, physicians and founders.

### What credentials does Helen Ngo hold?

Helen Ngo holds the CFP credential.

### Is Helen Ngo registered with the SEC?

Yes. Helen Ngo is registered as an investment adviser representative in CA, GA, NY, TX and VA (CRD 5544291), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Capital Benchmark Partners, LLC manage?

Capital Benchmark Partners, LLC reports $56.3M across 477 accounts in assets under management.

### How do I contact Helen Ngo?

Through Helen's website, capitalbenchmarkpartners.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/38254): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://capitalbenchmarkpartners.com/): specialties, clients served, and fees, checked October 28, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.