BennCo Advisors is an independent advisory firm founded in 1998 in Colorado Springs, Colorado, offering customized financial planning, business consulting, and coaching. BennCo focuses on helping clients organize their finances, plan for sustainable retirement income, and make informed investment decisions without sales pressure. The firm operates on an hourly fee structure rather than charging a percentage of managed assets. BennCo does not manage portfolios directly or hold client funds. Instead, advisors provide actionable recommendations, such as portfolio consolidation strategies, debt management coaching, and retirement income planning, which clients can choose to implement through any broker or financial institution of their choice. The firm's professionals also maintain affiliations with a registered broker-dealer and insurance companies, through which they may offer securities or insurance products for commissions if clients wish.
Fee Structure
- Hourly consulting — $250/hour for Brian Bennett and $150/hour for Taylor Willson, covering personalized financial planning, coaching, and portfolio reviews
- First consultation — Free for the first hour to discuss your situation and determine if the advisors are a good fit