A complete list of active advisors currently associated with Benzina Wealth, LLC

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

Benzina Wealth, LLC serves individual and high‑net‑worth clients with comprehensive financial planning and ongoing wealth management, including discretionary portfolio management and advice on stocks, bonds, mutual funds, ETFs, and cash management. The firm also coordinates with third‑party professionals (attorneys, accountants, insurance agents) when clients request referrals. The firm’s investment approach is grounded in Modern Portfolio Theory, with an emphasis on asset allocation, a mix of passive and active strategies, and the ability to incorporate socially responsible or tax‑aware considerations when requested by clients. Benzina may implement third‑party model portfolios and generally manages accounts on a discretionary basis with ongoing monitoring and periodic reviews. What distinguishes Benzina from many independent peers is its fee model: the firm does not charge advisory fees as a percentage of assets under management and instead uses fixed/retainer‑style planning and ongoing advisory fees collected directly from clients. The firm also requires clients to custody assets with a particular third‑party custodian and may subscribe client accounts to that custodian’s model marketplace, a relationship that includes separate model or custodial fees and disclosure regarding the custodian’s payment‑for‑order‑flow practices.

To learn more about the advisors currently working at Benzina Wealth, LLC, 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.

Name	Location	Years of experience
Filip Telibasa	Sarasota, FL	16

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