Zachary Benton
Illumination Wealth Management · San Diego, California
Zachary Benton is a fee-only financial advisor at Illumination Wealth Management in San Diego, California, who holds the CFP credential. Zachary charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $18,000 a year) and focuses on flat-fee planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Founders
- Real estate investors
- Executives
- Retirees
Facts
| Firm | Illumination Wealth Management |
|---|---|
| Based in | San Diego, California |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $18,000 a year |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $471.1M across 1,246 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 7320149 |
| Exams passed | Series 65 (2024) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.illuminationwealth.com |
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Questions about Zachary
Is Zachary Benton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Zachary holds no broker registration, and Illumination Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Zachary charge for financial advice?
Zachary charges a flat fee or retainer and an ongoing planning fee.
How much does Zachary charge?
According to Illumination Wealth Management's website, checked October 30, 2026: ongoing planning from $18,000 a year.
Does Zachary work with clients virtually?
Yes. Illumination Wealth Management says on its website that it works with clients remotely.
Where is Zachary Benton based?
Zachary Benton is based in San Diego, California.
What does Zachary specialize in?
Zachary's specialties include flat-fee planning, tax planning, estate & legacy planning, real estate investors, small business owners and equity compensation. Zachary works with founders, real estate investors, executives and retirees.
What credentials does Zachary Benton hold?
Zachary Benton holds the CFP credential.
Is Zachary Benton registered with the SEC?
Yes. Zachary Benton is registered as an investment adviser representative in VA (CRD 7320149), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Illumination Wealth Management manage?
Illumination Wealth Management reports $471.1M across 1,246 accounts in assets under management.
How do I contact Zachary Benton?
Through Zachary's website, www.illuminationwealth.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
- Illumination Wealth Management 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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