Firm
Bentham Wealth Advisors
Williamsville, New York
Fee-only
Facts
| Based in | Williamsville, New York |
|---|---|
| Website | benthamwealth.com |
| Phone | (716) 580-1500 |
Bentham Wealth Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1.25% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"$0 to $2,500,000" source
"A proactive, ongoing service model allows us to continuously refine your retirement income, investment strategy, and tax plan" source
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 · Fixed fees |
|---|---|
| Assets managed | $110 million |
| Individual clients | 195 |
| Financial planning | Offered |
| Form ADV filed | March 9, 2026 |
| SEC record | CRD 332035 |