Bennie Hobson is a CFP-designated registered investment advisor at Springlake Financial Partners, based in Franklin, TN, with 15 years of industry experience. Bennie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 20 clients with $40M 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 $2.0M | 0.85% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fee Estimator
Location
Franklin, TN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bennie owns multiple real estate properties in Franklin, Tennessee, Peoria, Arizona and Inlet Beach, Florida. He spends less than 20 hours per month on each property and the activities are not investment related.
Employment History
Current Registrations
Springlake Financial Partners
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations1 state
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