Benedict Financial Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$519,441,366
Clients
315
Advisors
5
of 7 employees
About
Benedict Financial Advisors, Inc. provides discretionary portfolio management, limited financial planning with an emphasis on retirement income, general consulting and educational services. Its clients include individuals (including high‑net‑worth clients), pension and profit‑sharing plans, corporations, trusts, estates and charitable organizations.
The firm begins client relationships by developing a Financial Profile and an Investment Plan tailored to each client and implements that plan on a discretionary basis, using a mix of common stocks, ETFs, mutual funds and bonds and employing fundamental, technical, charting and cyclical analysis as appropriate. Accounts are reviewed at least annually and, for eligible clients, BFA offers a wrap fee program that combines management and transaction charges for administrative convenience.
Compared with many peers, BFA maintains a structured client education and communications program — it publishes multiple periodicals (THE BENEDICT REPORT, FROM THE FIFTH FLOOR and the BENEDICT BRIEF) and conducts lectures and workshops — while managing approximately $529,382,185 in discretionary assets for about 315 clients with five advisors. The firm operates through the LPL platform and discloses receipt of economic benefits from LPL (including production bonuses and restricted stock units), has dually registered representatives and a related insurance agency, and uses Broadridge/Glass, Lewis for proxy voting — arrangements the brochure identifies as potential conflicts of interest for clients to consider.
Client services
Expertise
Fee options
$0 - $750,000: 1.49% $750,000 - $1,250,000: 1.29% $1,250,000 - $2,000,000: 1.19% $2,000,000 - $3,000,000: 1.14% $3,000,000 - $5,000,000: 1.09% $5,000,000+: 0.95%
Insurance commissions and securities commissions earned by certain representatives when clients purchase insurance or securities products; clients are not charged advisory fees on assets where commissions are earned.
Account minimum: $300,000 Fee-only: Financial planning fees are negotiated and vary depending on complexity; General consulting fees are negotiated per project.
Main office
6000 Lake Forrest Drive, Ste 550
Atlanta GA 30328-5901
Advisors at this office
5
Most active in
Florida · Georgia · Michigan · Nebraska · North Carolina · South Carolina · Texas
Also doing business as
Benedict Financial Advisors, Inc. · Benedict Fnancial Advisors, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
-
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.
-
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.
Quick links
Advisors at this firm
James S
Series 63, Series 65
Atlanta, GA
Benedict Financial Advisors, Inc.
James Senkbeil is a financial advisor with Benedict Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Charles Street Asset Management, LLC and LPL Financial, LLC. Senkbeil provides investment advisory services through Benedict Financial Advisors, an independent registered investment advisor firm. Benedict Financial Advisors, Inc. offers discretionary portfolio management, limited financial planning focused on retirement income, and educational services to individuals, pension plans, corporations, trusts, and charitable organizations. The firm emphasizes developing tailored financial profiles and investment plans, employing a variety of analysis techniques, and maintains a structured client education and communications program.
Ashley T
CFP®, Series 66
Atlanta, GA
Benedict Financial Advisors, Inc.
Ashley Thompson is a CFP® and holds a Series 66 license with 19 years of industry experience. She has been with Benedict Financial Advisors, Inc. since 2006. Thompson is also a notary public in Cobb County, Georgia. Benedict Financial Advisors, Inc. provides discretionary portfolio management and limited financial planning focused on retirement income, serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm employs a tailored investment approach using stocks, ETFs, mutual funds, and bonds, combined with fundamental and technical analysis, and places emphasis on client education through publications and events.
Travis J
CFP®, Series 63, Series 65
Atlanta, GA
Benedict Financial Advisors, Inc.
Travis James is a CFP® professional with 24 years of industry experience, currently serving at Benedict Financial Advisors, Inc. in Atlanta, GA. He has worked at both Benedict Financial Advisors and LPL Financial LLC for over two decades. Benedict Financial Advisors, Inc. manages approximately $475 million for individual investors, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm emphasizes retirement income planning, discretionary portfolio management, and client education through lectures and workshops, utilizing a combination of fundamental, technical, and cyclical analysis across a variety of investment strategies.
Robert H
CFP®, ChFC®, Series 66
Atlanta, GA
Benedict Financial Advisors, Inc.
Robert Hamill is a CFP® and ChFC® with 10 years of experience in the financial services industry. He is currently with Benedict Financial Advisors, Inc. and LPL Financial, LLC, having joined both firms in 2021. His prior roles include positions at Ameriprise Financial Services, Everence Trust Company, ProEquities, Inc., and Everence Financial. Benedict Financial Advisors, Inc. serves individual investors as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm manages approximately $475 million across about 319 client relationships, providing financial planning focused on retirement income, discretionary portfolio management, and client education through lectures and workshops.
Mark B
CFP®, Series 63, Series 65
Atlanta, GA
Benedict Financial Advisors, Inc.
Mark Beaver is a CFP® with 23 years of industry experience, currently serving at Benedict Financial Advisors, Inc. in Atlanta, GA. He has been with Benedict Financial Advisors since 2001 and has worked with LPL Financial, LLC since 2003. Benedict Financial Advisors, Inc. manages approximately $475 million for individual investors, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers financial planning focused on retirement income, discretionary portfolio management, and client education, employing a combination of fundamental, technical, and cyclical analysis across a range of investment strategies.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)