Rachel Benton
B.I.G. Investment Services · Dover, Delaware
Rachel Benton is a fee-only financial advisor at B.I.G. Investment Services in Dover, Delaware. Rachel focuses on retirement planning, estate & legacy planning and tax planning. B.I.G. Investment Services reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | B.I.G. Investment Services |
|---|---|
| Based in | Dover, Delaware |
| Fee model (firm's Form ADV) | Percentage of assets |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $425.4M across 1,612 accounts |
| SEC registration | Investment adviser representative in DE · CRD 6391364 |
| Exams passed | Series 65 (2025) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | abigplan.com |
How Rachel's firm compares
- B.I.G. Investment Services's average account is about $264,000, from its Form ADV (assets managed divided by 1,612 accounts).
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Questions about Rachel
Is Rachel Benton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rachel holds no broker registration, and B.I.G. Investment Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rachel charge for financial advice?
Rachel's firm, B.I.G. Investment Services, reports charging a percentage of assets on its SEC Form ADV.
Does Rachel work with clients virtually?
Yes. B.I.G. Investment Services says on its website that it works with clients remotely.
Where is Rachel Benton based?
Rachel Benton is based in Dover, Delaware.
What does Rachel specialize in?
Rachel's specialties include retirement planning, estate & legacy planning, tax planning and small business owners. Rachel works with retirees and pre-retirees.
Is Rachel Benton registered with the SEC?
Yes. Rachel Benton is registered as an investment adviser representative in DE (CRD 6391364), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does B.I.G. Investment Services manage?
B.I.G. Investment Services reports $425.4M across 1,612 accounts in assets under management.
How do I contact Rachel Benton?
Through Rachel's website, abigplan.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
- B.I.G. Investment Services 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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