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Benton Jon Stockert

Advisor at Allworth financial, L.P. — Folsom, CA

Updated today

Credentials

Series 63, Series 66

Experience

4 years

Location

Folsom, CA 95630

Allworth financial, L.P. logo

Allworth financial, L.P.

Enterprise

Total advisors

309

Across 42 offices

Clients per advisor

93 High

Avg AUM per client

$1,119,636 High

HNW client ratio

32% High

About

Benton Stockert is a financial advisor with Allworth Financial, L.P. in Folsom, CA. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining Allworth Financial, he worked at Keen Wealth Advisors, Charles Schwab Bank, and Charles Schwab & Co., Inc. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios with a range of model strategies and employs both discretionary and non-discretionary asset management, utilizing technology to manage held-away retirement accounts without client login credentials.

Client services

Based on Allworth financial, L.P.

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Allworth financial, L.P.

Equity compensation tax strategy Retirement income strategy Private / alternative investments ESG / Sustainable investing Annuities

Occupation focus

Based on Allworth financial, L.P.

Airline Pilot Founder/Business Owner

Demographic focus

Based on Allworth financial, L.P.

Values-based investing Christian Faith Based Retired

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Fee options

Fixed

Fixed fees ranging from $1,500 to $30,000 for financial planning services

Commissions

Commissions earned by AW Securities on variable annuity contracts purchased through AW Securities, but not directly received by Allworth advisers

Performance-based

Performance-based fees via Incentive Allocation on private funds (Funds) managed by Allworth: 20% of distributable profits after preferred return of 8% per annum

Other

Minimum fee: $2,500 annual minimum fee for asset management Fee-only: Fixed fees ranging from $1,500 to $30,000 for financial planning services (specialized planning services)

Location

See office

Folsom, CA

340 Palladio Pkwy., Suite 501

Folsom CA 95630

Advisors at this office

84

Most active in

California · Colorado

Work history

4 years of industry experience

Allworth financial, L.P.

2026 - Present • 1 year

Denver, CO

Keen Wealth Advisors

2024 - 2026 • 2 years

Overland Park, KS

Charles Schwab Bank, SSB

2023 - 2024 • 1 year

Lone Tree, CO

Charles Schwab & Co., Inc.

2021 - 2024 • 3 years

Lone Tree, CO

Unemployed

2020 - 2021 • 1 year

Denver, CO

Campus Acquisi. CA Venture

2019 - 2020 • 1 year

Fort Collins, CO

Pinnacle-An Am Mgmt Svc Co.

2017 - 2019 • 2 years

Fort Collins, CO

Dairy Queen

2017 - 2017 • 1 year

Lafayette, CO

Colorado State University

2015 - 2020 • 5 years

Fort Collins, CO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Greg B

Series 65

Rescue, CA

Hill Country Kingdom Advisors

Gregory Bronson is a financial advisor at Hill Country Kingdom Advisors with four years of industry experience. He holds a Series 65 designation and has held roles at Tek-Wise Financial, Hill Country Financial Services LLC, and several insurance and advisory firms. Bronson is also involved with the Catholic Order of Foresters and owns Hill Country Financial Services, an insurance agency offering health and property/casualty lines. Hill Country Kingdom Advisors operates under Tek-Wise Financial Planners LLC and provides discretionary portfolio management, financial planning, and investment consultation to individuals, high-net-worth clients, and charitable organizations. The firm uses fundamental analysis and modern portfolio theory to guide asset allocation and selection, manages accounts on a discretionary basis, and incorporates active trading strategies including margin and options.

Cash flow / budgeting Divorce financial planning General retirement planning Retirement withdrawal strategies Self-Employed Founder/Business Owner

Eli Y

CFP®

Rocklin, CA

Fiduciary Financial Advisors

I am an independent 'Fee-Only' financial planner and advisor. I am a fiduciary focused on giving objective, holistic, and comprehensive financial advice. I also work with individuals helping to navigate whatever stage of life you are in, from building wealth all the way to preserving what you’ve already worked hard to build. My background is in finance and financial planning. After receiving my Bachelor of Science degree from Sacramento State's Financial Planning program, I continued to advance my financial planning and advisory experience and knowledge by obtaining various credentials, including the CERTIFIED FINANCIAL PLANNER® marks, also known as the CFP® marks. This noteworthy designation is generally considered to be the 'Gold Standard' in financial planning. With my prior firm, I was responsible for creating many of the most complex financial plans. Additionally, I was on the firm's Investment Committee, playing a role in the direction of the various portfolio allocations and recommendations that were used for clients. I also provide outsourced financial planning services for other advisors through Foundation Financial Planning. In doing this work, I continue to improve and hone my planning skills by gaining valuable insight into how financial plans are done with a firm that specializes in doing plans for all sorts of advisors. I currently reside in Rocklin CA, with my wife and young growing family. In my free time, I enjoy spending time with my family, exploring the outdoors, BBQing, and tinkering with things around the house.

Roth conversion strategy General retirement planning Social Security optimization Factor investing / smart beta General tax planning Government Employee Sales Professional Self-Employed Retired Approaching retirement Mid-Career Professionals Christian Faith Based
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Ryan D

Series 63, Series 65

Loomis, CA

JC Financial Services

Ryan Demartini is the sole advisor at JC Financial Services, an independent firm based in Loomis, CA. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. In addition to his advisory role, Demartini provides bookkeeping and tax preparation services through his separate business, JC Bookkeeping. JC Financial Services serves individual investors and small businesses with financial planning, investment management, and retirement plan services. The firm focuses on passive portfolio construction using index mutual funds and ETFs, incorporates third-party managers when appropriate, and offers ongoing planning with periodic reviews. Its affiliation with an in-house bookkeeping and tax practice supports integrated client services and employer retirement plan education.

College savings (529s, UTMA, etc.) Cash flow / budgeting
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Matthew P

Series 63, Series 65

Cameron Park, CA

MP3 Finance LLC

Matthew Pederson is the sole advisor at MP3 Finance LLC, an independent firm based in Cameron Park, CA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to founding MP3 Finance LLC, he worked at Life Time Fitness and Sutter Health. Outside of financial advising, Pederson operates a personal training business and runs an educational YouTube channel. MP3 Finance LLC offers discretionary and non-discretionary portfolio management, financial planning, coaching, and SEP IRA services for individuals across various life stages. The firm employs a combination of fundamental and technical analysis with a focus on long-term holdings in stocks, bonds, and ETFs, incorporating options strategies and limited use of digital asset ETFs and margin for suitable clients.

Options & derivatives strategies Founder/Business Owner Retired Gen Y/Millennials (Born 1980-1995) Gen Z (Born 1996-2010) Approaching retirement
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Kathleen F

Series 63, Series 65

Cameron Park, CA

Faulkner Financial Planning, LLC

Kathleen Faulkner is the principal of Faulkner Financial Planning, LLC, an independent advisory firm, with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has operated her firm since 2012. In addition to her advisory work, she owns Divorce Advisory Services, LLC, which provides financial analysis and mediation related to divorce, and serves on the board of directors for Summitview Child Treatment Center. Faulkner Financial Planning primarily serves individual and household clients, as well as high-net-worth and corporate clients, offering comprehensive financial planning. The firm employs a non-discretionary approach by creating individualized plans and selecting third-party asset managers to implement and adjust portfolios, while maintaining ongoing investment oversight and client reviews.

Debt management Long-term care insurance Life insurance needs analysis Disability insurance College savings (529s, UTMA, etc.)
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Blake F

Series 65

Citrus Heights, CA

Fiduciary Wealth Partners

Blake Fischer is a financial advisor with Fiduciary Wealth Partners in Citrus Heights, CA. He holds a Series 65 designation and has six years of experience with Fiduciary Wealth Partners. Outside of his advisory role, he works as a financial program manager at Pacific Gas & Electric, providing financial analysis to Electric Operations leaders. Fiduciary Wealth Partners offers customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs an asset-allocation driven investment process informed by macroeconomic analysis and valuation, with an emphasis on cost-effectiveness and ongoing portfolio monitoring.

General retirement planning Founder/Business Owner Young Professionals
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