Donald Bennyhoff is a CFA-designated registered investment advisor at Bennyhoff & CO., based in Phoenixville, PA, with 34 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5 clients.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
Investment management only (planning not offered)
- Ongoing consulting services — typically ranging between $90,000 and $120,000 per year, paid monthly in advance in equal increments, based on the scope and complexity of the client's needs
- Hourly consulting — typically ranging between $500 and $700 per hour, depending on the complexity of the project work requested
One-Time Plan:$90,000 - $120,000
Hourly Rate:$500 - $700/hr
Loading...
Location
Phoenixville, PA
Get directionsHistory
Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Bennyhoff & CO.
March 2024 - Present · 2 yrs 7 mos
Previous Registrations
Prime Capital Investment Advisors, LLC
December 2022 - May 2023 · 5 mos
Liberty Wealth Advisors, LLC
February 2021 - December 2022 · 1 yr 10 mos
Vanguard Advisers INC
January 1999 - October 2002 · 3 yrs 9 mos
Vanguard Marketing CorporationBroker
March 1998 - October 2020 · 22 yrs 7 mos
Painewebber IncorporatedBroker
August 1996 - March 1998 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1991 - August 1996 · 5 yrs
State Registrations1 state
PA
Advisor
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.
Exams
No exam information available for this advisor.
More Advisors
- Thomas Mckeon, CFAClothier Springs Capital Management, LLC
- Edward Hull, CFAAmg Funds LLC
- Patricia Mchugh, CFPBarnstone Advisors LLC
- Gary Dolbashian, ChFCArnold Investment Group
- Julia Wenger, CFP, ChFCOsaic Wealth, INC.
- Brian White, CFPVermillion & White Wealth Management Group