Capital Benchmark Partners, LLC at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 130 individual clients, 18 of them high net worth.
- Its average account is about $118,000 (assets it manages divided by its 477 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Atlanta, Georgia |
|---|---|
| Website | capitalbenchmarkpartners.com |
| [email protected] | |
| Phone | (770) 217-1202 |
Questions about Capital Benchmark Partners, LLC
How much does Capital Benchmark Partners, LLC charge?
Capital Benchmark Partners, LLC publishes these prices: hourly: $400 an hour; asset-based fee: 1.3% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
Does Capital Benchmark Partners, LLC have an account minimum?
No. Capital Benchmark Partners, LLC says it has no account minimum. We found this on its website, checked October 28, 2026.
How is Capital Benchmark Partners, LLC paid?
Capital Benchmark Partners, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Capital Benchmark Partners, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Capital Benchmark Partners, LLC.
What is the average account at Capital Benchmark Partners, LLC?
Capital Benchmark Partners, LLC's average account is about $118,000. That's the assets on its Form ADV divided by its 477 accounts.
What does Capital Benchmark Partners, LLC specialize in?
Capital Benchmark Partners, LLC's advisors and website list retirement planning, small business owners and equity compensation.
Is Capital Benchmark Partners, LLC accepting new clients?
Yes, according to Capital Benchmark Partners, LLC's website, checked October 28, 2026.
Does Capital Benchmark Partners, LLC work with clients virtually?
Yes. Capital Benchmark Partners, LLC's website says it works with clients virtually.
Capital Benchmark Partners, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Hourly | $400 an hour |
|---|---|
| Asset-based fee | 1.3% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · Hourly |
In the firm's words
"$5,000 initial retainer (covers ~12.5 hours at $400/hour)" source
"1.30% on assets under $1M" source
"No minimums to start planning and investing." source
"Tiered fee based on managed assets, billed quarterly from your accounts" 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $56 million |
| Individual clients | 112 |
| High-net-worth clients | 18 |
| Accounts managed | 477 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | August 3, 2026 |
| SEC record | CRD 175099 |