The Benchmark Group RIA Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$0
Clients
0
Advisors
1
of 1 employees
About
The Benchmark Group RIA Services, LLC provides comprehensive financial planning to high‑net‑worth individuals and owners of closely held, family‑owned businesses, and it offers consulting for pension and other employee benefit plans, including plan‑sponsor advisory and referrals for 401(k) arrangements. The firm’s planning work covers personal, business, tax, retirement, disability, and estate planning and is documented in a written “Working Session” report that follows an in‑depth data review.
TBGRS conducts planning through interviews, questionnaires, and coordination with clients’ legal and accounting advisers, and it can supervise implementation and ongoing administration for a negotiated monthly fee. The firm does not manage client investment portfolios, does not accept discretionary authority or custody, and refers plan sponsors to unaffiliated registered investment advisers while receiving a negotiated portion of those advisers’ advisory fees.
What distinguishes TBGRS from many solo independent advisers is its focus on corporate and pension clients and its role as a pension consultant and referrer rather than a portfolio manager for individuals. The brochure also discloses that a firm principal is a licensed life insurance agent and that an affiliate provides M&A advisory and administrative support—relationships that can lead to commissionable insurance recommendations and referral arrangements which the firm discloses and coordinates with clients’ other professional advisors.
Client services
Expertise
Occupation focus
Fee options
Commission on life insurance company products recommended; commissions earned by Mr. Spear, Benchmark Group, Inc. (affiliate), or others.
Fee-only: Monthly fees for implementation of financial plan range from $1,000 to $7,500, negotiable and charged in arrears based on complexity; no upfront fees charged.
Main office
1520 Route 38
Cherry Hill NJ 08002
Advisors at this office
1
Most active in
New Jersey
Also doing business as
The Benchmark Group Ria Services, LLC · The Benchmark Group, 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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