Trent Benedetti
Trent Benedetti is a CFP-designated registered investment advisor at Benedetti Financial, INC., based in Santa Maria, CA, with 24 years of industry experience. Trent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 517 clients with $98M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K+ | 1.00% |
The above fee schedule applies to Growth and Balanced portfolios. Income portfolios are charged at a lower rate: 0.75% on the first $100,000 and 0.50% on amounts over $100,000. Fees may be negotiable.
Fee Estimator
Location
2151 S. College Drive, Ste. 101, Santa Maria, CA, 93455
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Trent is the owner of Benedetti & Assoc. CPA, a CPA firm, dedicating about half of his time to this activity. Trent is also a self-employed insurance agent since 1987, spending minimal time on this activity.
Employment History
Current Registrations
Benedetti Financial, INC.
State Registrations3 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.