Brian Benson is a CFP, PFS-designated registered investment advisor at Hoskin Capital, based in Broad Brook, CT, with 5 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 47 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
Investment management is included at no additional separate charge when you enroll in one of Hoskin Capital's ongoing planning packages. Investment management is not offered as a standalone service.
Location
Broad Brook, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian is an adjunct professor for Elms College since March 2020, teaching classes consistent with his CFP certification. He also does tax accounting and works with Brightside Benefit, neither of which are investment-related or commission-based.
Employment History
Current Registrations
Hoskin Capital
Previous Registrations
St. Germain Investment Management
State Registrations7 states
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