A complete list of active advisors currently associated with Benson Advisory Services & Asset Management

Warmer can help you find a great advisor at Benson Advisory Services & Asset Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at Benson Advisory Services & Asset Management, 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.