# Nicolas Benit

> Nicolas Benit is a fee-only financial advisor at We Financial Group in San Francisco, California. We Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** We Financial Group
- **Based in:** San Francisco, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Languages:** French
- **Assets under management (firm):** $127.4M across 648 accounts
- **Works with:** Founders, Tech employees, Cross-border families, Multi-generational families
- **CRD:** 8041716 (https://adviserinfo.sec.gov/individual/summary/8041716)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2026)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.wefinancialgroup.us

## Frequently asked questions

### Is Nicolas Benit a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Nicolas holds no broker registration, and We Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Nicolas charge for financial advice?

Nicolas's firm, We Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### What languages does Nicolas work in?

Besides English, We Financial Group offers service in French, according to its website.

### Where is Nicolas Benit based?

Nicolas Benit is based in San Francisco, California.

### Is Nicolas Benit registered with the SEC?

Yes. Nicolas Benit is registered as an investment adviser representative in CA (CRD 8041716), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does We Financial Group manage?

We Financial Group reports $127.4M across 648 accounts in assets under management.

### How do I contact Nicolas Benit?

Through Nicolas's website, www.wefinancialgroup.us.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8041716): 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://wefinancial.group/): 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.