Nicolas Benit
We Financial Group · San Francisco, California
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.
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Who they serve
- Founders
- Tech employees
- Cross-border families
- Multi-generational families
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 | $127.4M across 648 accounts |
| SEC registration | Investment adviser representative in CA · CRD 8041716 |
| Exams passed | Series 65 (2026) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.wefinancialgroup.us |
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Questions about Nicolas
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.
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
- We Financial Group 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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