Brian Benson is a CFP, PFS-designated registered investment advisor at Hoskin Capital, based in Broad Brook, CT, with 4 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 70 clients with $7.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management is included with Hoskin Capital's financial planning packages and is not offered as a standalone service. Clients pay a fixed annual fee for ongoing financial planning and investment management services, with the amount depending on the selected services.
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 Registrations1 state
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