Randy Benning
Randy Benning is a CFP-designated registered investment advisor at Benning Financial Group, LLC, based in Benicia, CA, with 33 years of industry experience. Randy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management. Their firm serves 99 clients with $90M 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 $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K+ | 1.25% |
Fees may be negotiable on a client-by-client basis. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Location
560 First Street, Suite C-107, Benicia, CA, 94510
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
Randy is a broker/owner of an insurance business since 1991, appointed with several carriers. He dedicates minimal time to this activity, which involves obtaining quotes, reviewing with clients, writing applications, and delivering contracts.
Employment History
Current Registrations
Benning Financial Group, LLC
Previous Registrations
Triad Advisors, INC.Broker
Eplanning Securities, INC.Broker
Ws Griffith Securities, INC.
Ws Griffith Securities, INC.Broker
State Registrations2 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.