# Shay Benedict

> Shay Benedict is a fee-only financial advisor at Advisors Management Group in La Crosse, Wisconsin. Shay charges a percentage of assets and an ongoing planning fee and focuses on tax planning and small business owners.

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

## Facts

- **Firm:** Advisors Management Group
- **Based in:** La Crosse, Wisconsin
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $819.6M across 4,960 accounts
- **Specialties:** Tax planning, Small business owners
- **Works with:** Retirees, Pre-retirees
- **CRD:** 7274218 (https://adviserinfo.sec.gov/individual/summary/7274218)
- **SEC registration:** Investment adviser representative in WI
- **Exams passed:** Series 65 (2020)
- **Firm size:** 17 employees
- **Disclosures:** None reported
- **Website:** https://www.advisorsmanagement.com

## Frequently asked questions

### Is Shay Benedict a fee-only financial advisor?

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

### How does Shay charge for financial advice?

Shay charges a percentage of assets and an ongoing planning fee.

### Does Shay work with clients virtually?

Yes. Advisors Management Group says on its website that it works with clients remotely.

### Where is Shay Benedict based?

Shay Benedict is based in La Crosse, Wisconsin.

### What does Shay specialize in?

Shay's specialties include tax planning and small business owners. Shay works with retirees and pre-retirees.

### Is Shay Benedict registered with the SEC?

Yes. Shay Benedict is registered as an investment adviser representative in WI (CRD 7274218), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Advisors Management Group manage?

Advisors Management Group reports $819.6M across 4,960 accounts in assets under management.

### How do I contact Shay Benedict?

Through Shay's website, www.advisorsmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7274218): 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://advisorsmanagement.com/): 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.