TrueAdvisor
TrueAdvisor
GL
CFA
GL
CFA
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningDivorce Planning
Benefit Financial Services Group
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
849 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$1.3B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$5,500

Location

1643 E. Bethany Home Rd., Phoenix, AZ, 85016

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History

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.

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Employment History
Current Registrations
Benefit Financial Services Group
February 2017 - Present · 9 yrs
Previous Registrations
Pacwest Financial Management INC
April 1997 - March 2017 · 19 yrs 11 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.