Kenneth Benjamin-Fink
Kenneth Benjamin-Fink is a registered investment advisor at Family Wealth Counselors, LLC., based in Minneapolis, MN, with 37 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching.
Compensation
Firm Size
IM Fee
Fee Structure
Family Wealth Counselors charges flat fees for financial plans, ranging from $5,000 to $250,000. They also offer hourly consulting at rates of $750 to $1,250 per hour. Additional administrative support is billed at $250 to $500 per hour. The actual fee depends on the complexity of the case. Half of the total fee is typically paid as a retainer, with the balance due upon completion of the plan.
Location
3033 Excelsior Blvd., Suite 575, Minneapolis, MN, 55416
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 2011Other Business ActivitiesSells Insurance
Kenneth is the President & CEO of Family Wealth Counselors, LLC, an outside RIA company, spending about 10% of his time there. He also owns residential properties through NSE, LLC, requiring minimal time, and is the President/CEO of Tamar-Fink, Inc, an insurance brokerage, dedicating nearly full-time hours.
Employment History
Current Registrations
Family Wealth Counselors, LLC.
Previous Registrations
Integrity Alliance, LLC.Broker
Lion Street Financial, LLCBroker
Arque Capital, LTD.Broker
NFP Securities, INC.Broker
C.R.I. Securities, INC.Broker
Securian Financial Services, INC.Broker
Pruco Securities CorporationBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.