A complete list of active advisors currently associated with Benson Wealth Management, Inc.

Warmer can help you find a great advisor at Benson Wealth Management, Inc. or one who fits your needs even better.

Benson Wealth Management, Inc. provides discretionary asset management and ongoing portfolio management to individual clients, managing about $125 million across roughly 308 accounts. The firm determines investment goals, selects securities, sets asset allocation, and monitors portfolios under discretionary authority while charging percentage‑of‑AUM advisory fees. The firm’s investment process is discretionary and incorporates technical and charting analysis alongside conventional asset‑allocation approaches, and the brochure discloses the use of instruments such as options and margin where appropriate. Accounts are billed on a tiered, blended AUM schedule with household aggregation for fee tiers and a stated $500,000 account minimum that the firm may lower or waive in certain instances. Distinctive aspects include a 2025 consent order with the Tennessee securities regulator addressing missing client agreement details and failures to maintain required minimum net capital, which resulted in a civil penalty and mandated compliance steps and additional continuing education. The firm’s principal maintains outside registered‑representative and insurance activities that generate commission compensation (reported as less than 10% of his time), a disclosed conflict the firm mitigates through policies and disclosure, and the firm reports it does not serve high‑net‑worth clients, a profile that is uncommon among its peers.

To learn more about the advisors currently working at Benson Wealth Management, Inc., 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.