Kayla Marie Benjamin
Advisor at KB Financial Advisors LLC — Denver, CO
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
10 years
Location
Denver, CO
KB Financial Advisors LLC
Supported
Kayla Benjamin is a CFP® with 10 years of industry experience, currently serving as an advisor at KB Financial Advisors LLC. Her prior roles include positions at LPL Financial, Dodd's Wealth LLC, and Gill Capital Partners. Based in Denver, CO, she holds the Series 66 designation. KB Financial Advisors LLC serves individuals, high net worth clients, trusts, and estates, focusing on life stage segmentation to assist early-career professionals and clients experiencing rapid wealth events. The firm integrates discretionary portfolio management with comprehensive financial planning, including in-house tax return preparation, and employs a mix of investment strategies across equities, fixed income, mutual funds, and ETFs.
Based on KB Financial Advisors LLC
Based on KB Financial Advisors LLC
$0 - $5,000,000: 1% annually Greater than $5,000,000 - $7,500,000: 0.75% annually Greater than $7,500,000 - $10,000,000: 0.70% annually Greater than $10,000,000+: 0.65% annually
Account minimum: $8,000 annual fee for On Your Way to Wealth service; $16,000 annual fee for Destination Wealth service Minimum fee: Minimum annual fee of $8,000 for On Your Way to Wealth service; $16,000 for Destination Wealth service (fees negotiable and may be waived or reduced) Fee-only: On Your Way to Wealth service: initial fee $4,000 plus $4,000 every six months; Destination Wealth service: initial fee $4,000 plus $4,000 quarterly ongoing fixed fees
Denver, CO
Denver CO
Advisors at this office
1
Colorado
10 years of industry experience
KB Financial Advisors LLC
2025 - Present • 1 year
San Francisco, CA
lpl financial
2023 - 2025 • 2 years
Denver, CO
Dodd's Wealth LLC
2023 - 2025 • 2 years
Denver, CO
Gill Capital Partners
2016 - 2023 • 7 years
Denver, CO
UnEMPLOYED
2016 - 2016 • 1 year
Denver, CO
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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