A complete list of active advisors currently associated with Benefits Plus, LLC
Warmer can help you find a great advisor at Benefits Plus, LLC or one who fits your needs even better.
Benefits Plus serves employer plan sponsors, employee benefit plans, professionals (including attorneys, CPAs, and trusts), and individuals by providing settlement consulting, pension consulting, health insurance consulting, and financial planning and consulting. Engagements cover needs assessment, plan design and implementation support, litigation support, and modular or comprehensive written financial plans. The firm delivers advice through one-time or time-limited consulting and written plans that are typically completed within six months, leaving implementation and investment decisions to the client. It does not manage or take custody of client assets and charges fixed or hourly fees rather than percentage-of-assets-under-management arrangements. Noteworthy aspects include an affiliation with an insurance agency and a disclosed annuity wholesaling relationship (via Avitas), plus broker‑dealer registrations held by the firm’s principal, which can result in commissionable insurance sales alongside fee-based consulting. The combination of ERISA-focused employee benefits work, non‑AUM fee practices, and insurance‑affiliated activities distinguishes the firm from many peers.
To learn more about the advisors currently working at Benefits Plus, 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.
Name |
Location |
Years of experience |
|---|---|---|
Napa, CA
| 43
|
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.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")