L. K. Benson & Company, P.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
L. K. Benson & Company, P.C. serves individual and high‑net‑worth clients and their families, providing ongoing financial planning and discretionary portfolio management alongside project‑based tax planning, tax preparation, and accounting services. The firm operates as a fee‑only adviser and does not accept commissions or participate in wrap‑fee programs.
The firm’s investment approach emphasizes asset allocation and diversification as primary drivers of long‑term returns, using mutual funds and ETFs and implementing tailored target allocations with regular supervision and rebalancing. It also acts as a coordinator and reviewer of third‑party managers when portions of client portfolios are delegated to independent managers.
Distinctive features include a formal affiliation with an accounting practice and staff who hold CPA and financial‑planning credentials, allowing integrated tax and accounting work alongside investment advice. The firm is also notable for its small advisory team managing substantial assets and for billing primarily by fixed fees and hourly/project rates rather than the more common percentage‑of‑assets fee model.
Client services
Expertise
Fee options
Financial planning and tax planning services billed hourly at $195 to $585 per hour, fees negotiable
Minimum fee: Annual fees typically range between $10,000 - $32,000, billed quarterly in advance as a retainer fee based on complexity Fee-only: Fees are fee-only; no commissions or other compensation from product sales
Main office
9690 Deereco Road, Suite 430
Timonium MD 21093
Advisors at this office
2
Most active in
Florida · Maryland
Also doing business as
Benson L K & Co P C · L. K. Benson & Company, P.C.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Quick links
Advisors at this firm
Christopher B
PFS™
Timonium, MD
L. K. Benson & Company, P.C.
Christopher Benson is a PFS™ credentialed advisor with 13 years of industry experience. He has been with L. K. Benson & Company, P.C. since 2009. L. K. Benson & Company, P.C. serves individual and high-net-worth clients with financial planning, discretionary portfolio management, tax planning, and accounting services. The firm emphasizes asset allocation and diversification using mutual funds and ETFs, and integrates tax and accounting work through a formal affiliation with an accounting practice.
Lyle B
CFP®, PFS™
Timonium, MD
L. K. Benson & Company, P.C.
Lyle Benson is a certified financial planner (CFP®) and personal financial specialist (PFS™) with 13 years of industry experience. He has been with L. K. Benson & Company, P.C. since 1994, where he is one of two advisors at the firm. L. K. Benson & Company, P.C. serves individual and high-net-worth clients with financial planning, discretionary portfolio management, tax planning, tax preparation, and accounting services. The firm emphasizes asset allocation and diversification, utilizes mutual funds and ETFs, and integrates tax and accounting work through its affiliation with an accounting practice.
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