Sheldon Benge is a CFP-designated registered investment advisor at Advisor Resource Council, based in Roanoke, TX, with 18 years of industry experience. Sheldon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 5 more. Their firm serves 11,836 clients with $3.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annual fee shown for the wrap fee program is 2.50%, and traditional asset management is 2.25%. Flat annual fee schedules are also available.
Fee Estimator
Location
112 N. Oak St, Roanoke, TX, 76262
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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 Activities
Sheldon operates Benge Financial Group as a DBA for his LPL business, dedicating about a quarter of his time. He also provides investment advisory services through Advisor Resource Council, spending nearly full-time hours on this activity.
Employment History
Current Registrations
Advisor Resource Council
Previous Registrations
LPL Financial LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
The Ayco Company,l.p.
Mercer Allied Company, L.P.Broker
State Registrations1 state
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
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