Helen Ngo
Capital Benchmark Partners, LLC · Atlanta, Georgia
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.
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Specialties
Who they serve
- High earners
- Physicians
- Founders
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 |
| Accepting new clients | Yes |
| Assets under management | $56.3M across 477 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, GA, NY, TX, VA · CRD 5544291 |
| Exams passed | Series 66 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | capitalbenchmarkpartners.com |
| Profile |
How Helen's firm compares
- The hourly rate is $400, above the US median of $300 for fee-only firms that publish prices.
- Capital Benchmark Partners, LLC's average account is about $118,000, from its Form ADV (assets managed divided by 477 accounts).
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Questions about Helen
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Capital Benchmark Partners, 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 21, 2026.
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