Benson Advisory Services & Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Benson Advisory Services & Asset Management serves a small client base (about 25 clients) and provides investment advice and financial planning alongside brokerage and insurance services. The firm’s Form ADV indicates it offers financial planning and uses multiple compensation methods, including hourly charges, commissions, and percentage‑of‑assets arrangements.
The brochure describes a combined advisory and execution role: the firm is a registered representative of a broker‑dealer, acts as an insurance broker/agent, and can select or recommend other advisers to clients. As a result, clients may receive coordinated planning, execution of transactions, and placement of insurance products, sometimes involving third‑party advisers arranged by the firm.
This combination of activities and fee approaches — commissions, hourly fees, AUM fees, broker‑dealer registration, insurance agency activity, and the selection of other advisers — is statistically uncommon among peers and is disclosed in the Form ADV. The firm is not a private fund adviser and operates a small, unclassified practice, with those structural characteristics and any related conflict‑of‑interest arrangements noted in its regulatory disclosures.
Client services
Fee options
Commissions are reported as a fee type in SEC Form ADV Part 1 data.
Hourly charges are reported as a fee type in SEC Form ADV Part 1 data.
Main office
1205 Dekalb Ave.
Sycamore IL 60178
Advisors at this office
1
Most active in
Illinois
Also doing business as
Benson Advisory Services & Asset Management · Benson, Jeffrey A. · Benson, Jeffrey Alan
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
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.
Forms ADV
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”)