Ian Pass
Benchmark Financial · Wilmington, Delaware
Ian Pass is a fee-only financial advisor at Benchmark Financial in Wilmington, Delaware, who holds the CFA credential. Benchmark Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Ian →
Facts
| Firm | Benchmark Financial |
|---|---|
| Based in | Wilmington, Delaware |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $131.6M across 348 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in DE · CRD 8298560 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.benchmarkfg.com |
How Ian's firm compares
- Benchmark Financial's average account is about $378,000, from its Form ADV (assets managed divided by 348 accounts).
Request an introduction to Ian
Tell Ian a little about what you're looking for. Ian isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Ian
Is Ian Pass a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ian holds no broker registration, and Benchmark Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ian charge for financial advice?
Ian's firm, Benchmark Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ian Pass based?
Ian Pass is based in Wilmington, Delaware.
What credentials does Ian Pass hold?
Ian Pass holds the CFA credential.
Is Ian Pass registered with the SEC?
Yes. Ian Pass is registered as an investment adviser representative in DE (CRD 8298560), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Benchmark Financial manage?
Benchmark Financial reports $131.6M across 348 accounts in assets under management.
How do I contact Ian Pass?
Through Ian's website, www.benchmarkfg.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
- 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.
See something wrong? Request a correction. Read our methodology.