Benjamin Onofrio
Benjamin Onofrio is a registered investment advisor at Summit Planning Group, LLC, based in Branford, CT, with 8 years of industry experience. Benjamin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
Clients are encouraged to renew their financial planning agreements annually to update their strategies and review their financial progress. Renewal fees range from $1,000 to $15,000 depending on the complexity of your situation.
- Comprehensive first-year financial plan — $2,000 to $25,000 depending on the complexity of your financial situation and objectives
- Hourly consulting — $150 to $250 per hour, available in rare circumstances at the client's request
Location
420 East Main Street Unit 11, Branford, CT, 06405
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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 ActivitiesSells Insurance
Benjamin operates Summit Planning Group as a DBA for his LPL business and is also a registered investment advisor through Summit Planning Group LLC, dedicating minimal time to each. He also sells non-variable insurance through Merit Insurance Services, spending minimal time on this activity as well.
Employment History
Current Registrations
Summit Planning Group, LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Summit Asset Management, LLC
Osaic Fs, INC.
Lincoln Financial Securities CorporationBroker
State Registrations17 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.
Exams
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