Bentham Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bentham Wealth Advisors serves individuals and families, including high‑net‑worth clients, and also provides advisory services to employer‑sponsored benefit plans. The firm offers discretionary and non‑discretionary portfolio management along with ongoing and project‑based financial planning across roughly 218 client accounts managed by two advisors with $110.1 million in discretionary assets.
The investment process emphasizes goal‑and risk‑based asset allocation grounded in Modern Portfolio Theory, with implementation focused on low‑cost funds and periodic rebalancing. The firm also references technical and cyclical analysis as part of its toolkit, and it uses a third‑party platform to manage held‑away accounts with trading discretion while avoiding direct custody of client login credentials.
Noteworthy elements include the firm’s recent start in 2024 combined with rapid asset growth to $110.1 million under a two‑advisor team and the provision of employee benefit plan services in addition to individual wealth management. Bentham recommends Charles Schwab as custodian (with other custodians used for certain account types), does not accept performance‑based fees, and relies on custodial statements rather than producing its own periodic account reports.
Client services
Expertise
Fee options
Project-Based Financial Planning fees range from $500 to $15,000, negotiable, not to exceed $1,200 billed more than 6 months in advance.
$0 - $2,500,000: 1.25% $2,500,001 - $5,000,000: 1.00% $5,000,001+: Negotiable
Ongoing Financial Planning has an upfront fee ranging from $500 to $2,500 and ongoing monthly fees ranging from $250 to $500, both negotiable.
Main office
300 International Dr, Suite 100
Williamsville NY 14221
Advisors at this office
2
Most active in
California · Florida · New Hampshire · New York
Also doing business as
Bentham Wealth Advisors · Bentham Wealth Advisors Inc
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.
Advisors at this firm
George H
CFP®, Series 63
Williamsville, NY
Bentham Wealth Advisors
George Harris is a CFP® professional with 32 years of industry experience. He currently serves at Bentham Wealth Advisors and previously worked at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Bentham Wealth Advisors serves individuals, families, including high-net-worth clients, and employer-sponsored benefit plans. The firm employs a goal- and risk-based asset allocation approach grounded in Modern Portfolio Theory, focusing on low-cost funds, periodic rebalancing, and incorporates technical and cyclical analysis in its investment process.
Steven W
CFP®, Series 66
Williamsville, NY
Bentham Wealth Advisors
Steven Witter is a CFP® professional with 19 years of industry experience. He is currently an advisor at Bentham Wealth Advisors, having previously worked at Lincoln Investment and Legend Equities Corporation. Outside of his advisory role, he owns Student Loan Steve, a student loan planning firm serving students, parents, and employers. Bentham Wealth Advisors serves individuals, families, and employer-sponsored benefit plans, managing $110.1 million in discretionary assets across 218 client accounts. The firm’s investment approach emphasizes goal- and risk-based asset allocation using Modern Portfolio Theory, low-cost funds, and periodic rebalancing, with additional use of technical and cyclical analysis.
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