WealthAdvisor365
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,000,000
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
WealthAdvisor365 (doing business as Benevolent Planning) focuses on serving business owners and employer plan sponsors, offering integrated advisory services including discretionary portfolio management, comprehensive financial planning, tax strategy, and retirement planning. Services are delivered through two engagement models: Ongoing Wealth Management with continuous monitoring and One-Time Planning for limited-scope projects.
The firm’s investment approach emphasizes strategic asset allocation implemented via a core-satellite architecture, a business-cycle framework for disciplined tactical adjustments, and tax-aware implementation techniques such as asset location and tax-loss harvesting. Portfolios are managed on a discretionary basis with quarterly reviews and rebalancing protocols, and tax planning is coordinated with investment decisions to align with client goals.
Several features are uncommon for a solo independent adviser: the firm provides retirement plan consulting and may act as an ERISA Section 3(38) investment manager for employer plans, and it serves a range of institutional and corporate clients including pension, charitable, and other business entities. The adviser is affiliated with an accounting/tax-preparation entity and highlights integrated tax services alongside advisory work, with that relationship disclosed and managed to address potential conflicts.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Business ownership considerations
Entity structure planning (LLC, S-Corp)
Retirement plans for business owners (SEP, solo 401k)
Tax strategies for small businesses
Occupation focus
Founder/Business Owner
Fee options
$6,750 to $100,000 for One-Time Planning engagements
$0 - $2,000,000: 1.25% annually $2,000,001 - $3,000,000: 1.10% annually $3,000,001 - $4,000,000: 0.95% annually $4,000,001 - $5,000,000: 0.80% annually $5,000,001+: 0.65% annually
$600 per hour for One-Time Planning engagements
Account minimum: $250,000
Main office location
WealthAdvisor365
Fort Lauderdale FL, United States
Number of offices
1
Most active in
WealthAdvisor365 has reported serving >5 clients in these states in the last 12 months.
Florida
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
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.
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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.
Forms ADV
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