Joshua Fennimore
Benchmark Financial · Schwenksville, Pennsylvania
Joshua Fennimore is a fee-only financial advisor at Benchmark Financial in Schwenksville, Pennsylvania. Joshua focuses on retirement planning. Benchmark Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Benchmark Financial |
|---|---|
| Based in | Schwenksville, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Assets under management | $108.4M across 188 accounts |
| SEC registration | Investment adviser representative in PA · CRD 2668736 |
| Exams passed | Series 63 (1995) · Series 65 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.benchmarkfn.com |
How Joshua's firm compares
- Benchmark Financial's average account is about $577,000, from its Form ADV (assets managed divided by 188 accounts).
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Questions about Joshua
Is Joshua Fennimore a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua 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 Joshua charge for financial advice?
Joshua's firm, Benchmark Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Joshua charge?
According to Benchmark Financial's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.
Where is Joshua Fennimore based?
Joshua Fennimore is based in Schwenksville, Pennsylvania.
What does Joshua specialize in?
Joshua's specialties include retirement planning. Joshua works with retirees and pre-retirees.
Is Joshua Fennimore registered with the SEC?
Yes. Joshua Fennimore is registered as an investment adviser representative in PA (CRD 2668736), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Benchmark Financial manage?
Benchmark Financial reports $108.4M across 188 accounts in assets under management.
How do I contact Joshua Fennimore?
Through Joshua's website, www.benchmarkfn.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
- Benchmark Financial 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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