Benchmark Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Benchmark Financial, LLC is a registered investment adviser that serves individuals (including high net‑worth clients), charitable organizations, and businesses. The firm provides personalized portfolio management, comprehensive financial planning, and investment consulting services.
Benchmark’s investment approach emphasizes passive portfolio construction guided by Modern Portfolio Theory, primarily using index mutual funds, ETFs, U.S. government bonds and other fixed income instruments. Client plans are built around stated goals, risk tolerance and tax considerations, with ongoing monitoring and periodic reviews to assess progress and implement updates.
The firm’s business model includes use of third‑party promoters and lead‑generation arrangements—disclosed relationships with platforms such as NerdWallet and Zoe Financial—which is an uncommon practice among peers. Benchmark also participates on the Zoe digital wealth platform (with Apex as clearing/custodial support) and integrates those platform tools for reporting and account administration.
Client services
Expertise
Fee options
Initial financial planning fee up to $1,500; Ongoing financial planning at $400/month (fees negotiable)
$500,000 - $2,000,000: 1.10% $2,000,001 - $5,000,000: 0.80% $5,000,001+: Negotiable
$500 per hour for investment consulting services
Account minimum: $500,000 (may be waived or reduced at firm's discretion) Fee-only: Investment management fees based on asset tiers; Ongoing financial planning fixed fee; Investment consulting hourly fee
Main office
2 Righter Parkway, Suite 100
Wilmington DE 19803
Advisors at this office
4
Most active in
Delaware · New Hampshire · New Jersey · Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
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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.
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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.
Quick links
Advisors at this firm
Caleb R
Series 66
Wilmington, DE
Benchmark Financial, LLC
Caleb Ray is a financial advisor at Benchmark Financial, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at The Vanguard Group, Inc. Caleb also serves as Assistant Director at the University of Delaware, overseeing student employees in a non-investment-related role. Benchmark Financial, LLC serves individuals, charitable organizations, and businesses by providing personalized portfolio management, comprehensive financial planning, and investment consulting. The firm’s approach emphasizes passive portfolio construction based on Modern Portfolio Theory, utilizing index funds, ETFs, and fixed income instruments.
Ian P
CFA®
Wilmington, DE
Benchmark Financial, LLC
Ian Pass is a CFA® charterholder with one year of experience in financial advising, currently with Benchmark Financial, LLC. Prior to joining Benchmark, he worked at Deel US LLC, KPMG UK LLP, Anglian Water Services Limited, and Willis Towers Watson. Benchmark Financial, LLC serves individuals, charitable organizations, and businesses by providing personalized portfolio management, comprehensive financial planning, and investment consulting. The firm emphasizes passive portfolio construction based on Modern Portfolio Theory, using primarily index funds, ETFs, and fixed income instruments, with client plans tailored to goals, risk tolerance, and tax considerations.
Richard J
CFP®, CFA®, Series 63, Series 65
Wilmington, DE
Benchmark Financial, LLC
Richard Jakotowicz Jr. is a CFP® and CFA® with 13 years of industry experience. He has been with Benchmark Financial, LLC since 2018 and previously worked at Tfg Wealth Management, LLC and TIAA-CREF. He also teaches at the University of Delaware, where he serves as director of the Lerner College Trading Center and integrates the center into the business school curriculum. Benchmark Financial, LLC serves individuals, charitable organizations, and businesses by providing personalized portfolio management, comprehensive financial planning, and investment consulting. The firm’s approach focuses on passive portfolio construction using index funds, ETFs, and fixed income instruments, tailored to clients’ goals, risk tolerance, and tax considerations.
Jacob W
Series 65
Wilmington, DE
Benchmark Financial, LLC
Jacob Weaver is a financial advisor at Benchmark Financial, LLC with 19 years of industry experience. He holds a Series 65 designation and previously worked at Lau Associates LLC from 2016 to 2019. Benchmark Financial, LLC is a registered investment adviser that serves individuals, including high net-worth clients, charitable organizations, and businesses. The firm focuses on passive portfolio construction using index mutual funds, ETFs, U.S. government bonds, and other fixed income instruments, with client plans tailored to goals, risk tolerance, and tax considerations.
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