Benefit Investing LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm serves businesses as a provider of employer-funded financial education workshops and works with individuals and families through project-based planning and ongoing advisory services. Workshops are delivered as two-hour interactive sessions on topics such as retirement account choices, budgeting, investment selection, and retirement distributions, while individual services are offered on an hourly project basis or through an assets-under-advisement arrangement.
The firm’s approach emphasizes education and client decision-making, combining fundamental and technical analysis with diversified portfolios that may include equities, ETFs, bonds, REITs, CDs, and money market funds. Advisers provide recommendations and regular reviews but do not custody or execute trades for clients; implementation and account maintenance are handled by clients and their chosen custodians, with quarterly meetings for ongoing advisory clients.
What is noteworthy is the firm’s explicit focus on employer-sponsored financial workshops and project-based hourly planning alongside traditional asset-based advisory, a mix that is uncommon among investment-manager firms. The firm’s principal brings a background in mathematics education and academic teaching and research, which informs its instructional, workshop-driven practice and the emphasis on building client financial literacy.
Client services
Expertise
Demographic focus
Fee options
Financial education advising workshops charged per group size from $700 to $2400 per 2-hour workshop
$1,000 - $1,000,000: 0.80% annually $1,000,001 - $3,000,000: 0.65% annually $3,000,001 - $6,000,000: 0.50% annually $6,000,001 - $9,000,000: 0.35% annually $9,000,001+: 0.20% annually
$160 per hour for project based financial planning
Fee-only: Project based financial planning at $160 per hour; workshop group rates ranging from $700 to $2400 depending on group size
Main office
Denver CO
Advisors at this office
1
Most active in
Colorado
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.
Forms ADV
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