The Benchmark Group RIA Services, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
This total excludes 6 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
The firm provides comprehensive financial planning to high‑net‑worth individuals and owners of closely held, family‑owned businesses and offers consulting to sponsors of pension and profit‑sharing plans. Services include preparation of a written planning report (the “Working Session”), implementation oversight, and ongoing administration or servicing of complex planning strategies.
TBGRS does not manage client investment portfolios or recommend specific securities; instead it conducts in‑depth planning reviews across personal, business, tax, retirement, and estate areas and coordinates with clients’ legal and accounting advisors. For plan sponsors, the firm refers pension and profit‑sharing plans to unaffiliated registered investment advisers and does not control the day‑to‑day operations of those advisers.
Distinctive features include a management person who is a licensed life insurance agent and the firm’s affiliation with an entity that provides investment banking (M&A) and administrative support, which leads to occasional commissionable life‑insurance recommendations and potential conflicts the firm discloses. The firm’s focus on mid‑market, family‑owned businesses and its role in selecting and receiving referral compensation from other advisers for pension clients — rather than charging percentage‑of‑AUM investment management fees or directly managing assets — differentiates it from many firms in its category.
Client services
Financial planning
Pension consulting
Selection of other advisers
Expertise
Business ownership considerations
Business succession planning
Retirement plans for business owners (SEP, solo 401k)
General estate planning guidance
Occupation focus
Founder/Business Owner
Fee options
Commissions earned on life insurance products sold by the firm or its affiliates.
Account minimum: $20 Million (typical business worth) Minimum fee: Monthly fees for implementation between $1,000 and $7,500, charged in arrears, based on complexity and time estimate.
Main office location
The Benchmark Group RIA Services, LLC
1520 Route 38
Cherry Hill NJ 08002, United States
Number of offices
1
Most active in
The Benchmark Group RIA Services, LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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