A complete list of active advisors currently associated with Bentham Wealth Advisors

Warmer can help you find a great advisor at Bentham Wealth Advisors or one who fits your needs even better.

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.

To learn more about the advisors currently working at Bentham Wealth Advisors, 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.