Lyle Benson
LK Benson & Company · Timonium, Maryland
Lyle Benson is a fee-only financial advisor at LK Benson & Company in Timonium, Maryland, who holds the CFP and PFS credentials. Lyle focuses on tax planning. LK Benson & Company reports charging hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | LK Benson & Company |
|---|---|
| Based in | Timonium, Maryland |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $446.2M across 467 accounts |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in MD · CRD 4363773 |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | lkbenson.com |
| Profile |
How Lyle's firm compares
- LK Benson & Company's average account is about $956,000, from its Form ADV (assets managed divided by 467 accounts).
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Questions about Lyle
Is Lyle Benson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lyle holds no broker registration, and LK Benson & Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lyle charge for financial advice?
Lyle's firm, LK Benson & Company, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Lyle Benson based?
Lyle Benson is based in Timonium, Maryland.
What does Lyle specialize in?
Lyle's specialties include tax planning.
What credentials does Lyle Benson hold?
Lyle Benson holds the CFP and PFS credentials.
Is Lyle Benson registered with the SEC?
Yes. Lyle Benson is registered as an investment adviser representative in MD (CRD 4363773), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does LK Benson & Company manage?
LK Benson & Company reports $446.2M across 467 accounts in assets under management.
How do I contact Lyle Benson?
Through Lyle's website, lkbenson.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Timonium
Other advisors in Maryland who focus on tax planning
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
- LK Benson & Company 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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