# John Benedict

> John Benedict is a fee-only financial advisor at J2 Capital Management in Troy, Michigan. John focuses on tax planning, estate & legacy planning and sustainable & impact investing. J2 Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/john-benedict/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** J2 Capital Management
- **Based in:** Troy, Michigan
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $195.7M across 917 accounts
- **Specialties:** Tax planning, Estate & legacy planning, Sustainable & impact investing
- **CRD:** 2783060 (https://adviserinfo.sec.gov/individual/summary/2783060)
- **SEC registration:** Investment adviser representative in FL, MI
- **Exams passed:** Series 63 (1998), Series 65 (2010)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.j2cm.com

## Frequently asked questions

### Is John Benedict a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and J2 Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does John charge for financial advice?

John's firm, J2 Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is John Benedict based?

John Benedict is based in Troy, Michigan.

### What does John specialize in?

John's specialties include tax planning, estate & legacy planning and sustainable & impact investing.

### Is John Benedict registered with the SEC?

Yes. John Benedict is registered as an investment adviser representative in FL and MI (CRD 2783060), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does J2 Capital Management manage?

J2 Capital Management reports $195.7M across 917 accounts in assets under management.

### How do I contact John Benedict?

Through John's website, www.j2cm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2783060): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://j2cm.com/): specialties, clients served, and fees, checked October 30, 2026

---

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