A complete list of active advisors currently associated with Benchmark Financial Wealth Advisors LLC

Warmer can help you find a great advisor at Benchmark Financial Wealth Advisors LLC or one who fits your needs even better.

Benchmark Financial Wealth Advisors LLC provides financial planning, ongoing wealth guidance, and portfolio management to individuals, high‑net‑worth families, and employer‑sponsored retirement plans. The firm also offers retirement plan consulting, consolidated wealth governance services, and access to alternative investments for accredited investors. The firm implements asset‑allocation‑driven strategies by allocating among unaffiliated independent managers, mutual funds, ETFs, and alternative vehicles and by using third‑party platforms and specialists (including FIWA/FMAX, Orion/OPS, and Summit Place for fixed‑income). It manages accounts on both a discretionary and non‑discretionary basis, consolidates and reports held‑away assets for clients, and discloses the use of margin/borrowing and notional value–based fee structures for certain options strategies. A few features the firm highlights as potential conflicts that may distinguish it from many peers are its affiliation with an insurance broker (Benchmark Financial Insurance LLC) and that some representatives are licensed insurance agents; documented promoter and referral arrangements (including CPA Wealth Partners LLC); and disclosures that it uses endorsements, advertises hypothetical performance and third‑party ratings, and accepts certain advertising reimbursements from product providers. The firm reports roughly $766 million in assets under management and about $885 million in assets under advisement (held‑away), and it maintains procedures — including surprise audit arrangements where custody by related persons exists — to address custody and reporting considerations.

To learn more about the advisors currently working at Benchmark Financial Wealth Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.