Firm
Benchmark Financial
Wilmington, Delaware
Fee-only
Benchmark Financial at a glance
- One of 32 fee-only firms based in Delaware in the Wellspent graph.
- 4 advisors are listed here; 2 of 4 hold the CFA.
- Its Form ADV reports 3 employees and 90 individual clients, 65 of them high net worth.
- Its average account is about $378,000 (assets it manages divided by its 348 accounts).
Facts
| Based in | Wilmington, Delaware |
|---|---|
| Website | benchmarkfg.com |
| Phone | (302) 635-9760 |
Benchmark Financial fees
Benchmark Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $132 million |
| Individual clients | 25 |
| High-net-worth clients | 65 |
| Accounts managed | 348 |
| Employees | 3 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-131977) |
| Financial planning | Offered |
| Form ADV filed | January 8, 2026 |
| SEC record | CRD 297443 |