Richard Jakotowicz
Benchmark Financial · Wilmington, Delaware
Richard Jakotowicz is a fee-only financial advisor at Benchmark Financial in Wilmington, Delaware, who holds the CFP and CFA credentials. Benchmark Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Benchmark Financial |
|---|---|
| Based in | Wilmington, Delaware |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $131.6M across 348 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in DE, TX · CRD 4244055 |
| Exams passed | Series 63 (2014) · Series 65 (2007) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.benchmarkfg.com |
How Richard's firm compares
- Benchmark Financial's average account is about $378,000, from its Form ADV (assets managed divided by 348 accounts).
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Questions about Richard
Is Richard Jakotowicz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Benchmark Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard's firm, Benchmark Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Richard Jakotowicz based?
Richard Jakotowicz is based in Wilmington, Delaware.
What credentials does Richard Jakotowicz hold?
Richard Jakotowicz holds the CFP and CFA credentials.
Is Richard Jakotowicz registered with the SEC?
Yes. Richard Jakotowicz is registered as an investment adviser representative in DE and TX (CRD 4244055), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Benchmark Financial manage?
Benchmark Financial reports $131.6M across 348 accounts in assets under management.
How do I contact Richard Jakotowicz?
Through Richard's website, www.benchmarkfg.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
- 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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