Roger Kalina
Roger Kalina is a CFP, ChFC-designated registered investment advisor at Benchmark Financial Wealth Advisors LLC, based in Boca Raton, FL, with 33 years of industry experience. Roger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 366 clients with $770M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $25.0M | 0.25% |
| $25.0M - $50.0M | 0.15% |
| $50M+ | 0.10% |
Fees are negotiable. For clients whose accounts are on margin the billed advisory fees are based on the total asset value of the account, which includes the value of the securities purchased on margin.
Fee Estimator
Location
2351 NW Boca Raton Blvd., Suite 100, Boca Raton, FL, 33431
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
Roger sells fixed insurance products through various companies and Benchmark Financial Insurance LLC, dedicating about 10-20% of his time. He is also a member of Benchmark Financial Group LLC and Benchmark Financial Group Inc., both holding companies, and spends a few hours per week on each for business management. Roger also spends minimal time as a member of several real estate partnerships.
Employment History
Current Registrations
Benchmark Financial Wealth Advisors LLC
Previous Registrations
American Portfolios Advisors, INC
Professional Planning Services
American Portfolios Financial Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
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.