Kayla Benjamin
KB Financial Advisors · Denver, Colorado
Kayla Benjamin is a fee-only financial advisor at KB Financial Advisors in Denver, Colorado, who holds the CFP credential. Kayla charges a percentage of assets and an ongoing planning fee (ongoing planning from $20,000 a year) and focuses on equity compensation, founders (pre-exit) and tax planning.
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Specialties
Who they serve
- Tech employees
- Founders
- High earners
Facts
| Firm | KB Financial Advisors |
|---|---|
| Based in | Denver, Colorado |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $20,000 a year |
| Accepting new clients | Yes |
| Assets under management | $115.5M across 386 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO · CRD 6322301 |
| Exams passed | Series 66 (2014) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.kbfinancialadvisors.com |
| Profile |
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Questions about Kayla
Is Kayla Benjamin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kayla holds no broker registration, and KB Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kayla charge for financial advice?
Kayla charges a percentage of assets and an ongoing planning fee.
How much does Kayla charge?
According to KB Financial Advisors's website, checked October 30, 2026: ongoing planning from $20,000 a year.
Where is Kayla Benjamin based?
Kayla Benjamin is based in Denver, Colorado.
What does Kayla specialize in?
Kayla's specialties include equity compensation, founders (pre-exit), tax planning and retirement planning. Kayla works with tech employees, founders and high earners.
What credentials does Kayla Benjamin hold?
Kayla Benjamin holds the CFP credential.
Is Kayla Benjamin registered with the SEC?
Yes. Kayla Benjamin is registered as an investment adviser representative in CO (CRD 6322301), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does KB Financial Advisors manage?
KB Financial Advisors reports $115.5M across 386 accounts in assets under management.
How do I contact Kayla Benjamin?
Through Kayla's website, www.kbfinancialadvisors.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
- KB Financial Advisors 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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