A
ADEPT Benefits Solutions LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
ADEPT Benefits Solutions LLC provides advisory services to small and mid-sized employers seeking to establish or maintain group retirement plans, offering plan setup, plan conversions, fund recommendations and replacements, benchmarking, and participant education. The firm limits its advice to retirement-plan investments and does not provide individual financial planning or discretionary portfolio management.
The adviser operates under ERISA-focused fiduciary guidance and seeks investment options that meet client suitability and compliance requirements, using conservative, balanced, growth, long-term and tax-efficient strategies as appropriate and conducting regular due diligence and quarterly reviews. It does not take custody of client assets or exercise investment discretion, and it coordinates recommendations with client personnel and third-party administrators.
The firm also acts as an insurance broker for group health benefits and discloses that it receives commissions from carriers for placed plans, noting that those brokerage relationships are separate from its retirement-plan advisory services. Management has a background in human resources and operates affiliated HR and talent businesses, with a disclosed allocation of time across those ventures and the adviser, and the firm is newly registered — facts that prospective clients may want to consider regarding continuity and operational focus.
Client services
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
Retirement income strategy
Occupation focus
Founder/Business Owner
Fee options
Flat monthly fees of $400 and $850 based on asset levels as noted
$1,000,001 - $2,500,000: 0.85% of AUM $2,500,001 - $5,000,000: 0.70% of AUM Over $5,000,000+: 0.50% of AUM
Up to $125 per hour for 401k administration and education services
Minimum fee: Flat monthly fee of $400.00 for assets up to $250,000; Flat monthly fee of $850.00 for assets between $250,001 and $1,000,000
Main office location
ADEPT Benefits Solutions LLC
Charlotte NC, United States
Number of offices
1
Most active in
ADEPT Benefits Solutions LLC has reported serving >5 clients in these states in the last 12 months.
North Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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