Trent Benedetti
Benedetti Financial · Santa Maria, California
Trent Benedetti is a fee-only financial advisor at Benedetti Financial in Santa Maria, California, who holds the CFP credential. Benedetti Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Benedetti Financial |
|---|---|
| Based in | Santa Maria, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $114.4M across 1,065 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TN, TX · CRD 1746521 |
| Exams passed | Series 63 (1987) · Series 65 (1998) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.benedetticpa.com |
How Trent's firm compares
- Benedetti Financial's average account is about $107,000, from its Form ADV (assets managed divided by 1,065 accounts).
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Questions about Trent
Is Trent Benedetti a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Trent holds no broker registration, and Benedetti Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Trent charge for financial advice?
Trent's firm, Benedetti Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Trent Benedetti based?
Trent Benedetti is based in Santa Maria, California.
What credentials does Trent Benedetti hold?
Trent Benedetti holds the CFP credential.
Is Trent Benedetti registered with the SEC?
Yes. Trent Benedetti is registered as an investment adviser representative in CA, TN and TX (CRD 1746521), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Benedetti Financial manage?
Benedetti Financial reports $114.4M across 1,065 accounts in assets under management.
How do I contact Trent Benedetti?
Through Trent's website, www.benedetticpa.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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