Firm
Benzina Wealth
Sarasota, Florida
Fee-only
Benzina Wealth at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 36 individual clients, 16 of them high net worth.
- Its average account is about $125,000 (assets it manages divided by its 157 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Sarasota, Florida |
|---|---|
| Website | benzinawealth.com |
| Phone | (726) 339-6684 |
Benzina Wealth fees
Benzina Wealth doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee, ongoing planning fee. 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 | Fixed fees |
|---|---|
| Assets managed | $20 million |
| Individual clients | 20 |
| High-net-worth clients | 16 |
| Accounts managed | 157 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | May 26, 2026 |
| SEC record | CRD 333070 |