Benefit Financial Services Group
Irvine, CA·SEC-registered · CRD #143617
Benefit Financial Services Group is an SEC-registered investment advisory firm in Irvine, CA managing $1.5B across 2.3k client accounts, with 27 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.5B
Client accounts
2.3k
Advisory staff
27
Fee model
Fee-based
How Benefit Financial Services Group is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Benefit Financial Services Group
How much does Benefit Financial Services Group manage?
Per its most recent SEC Form ADV filing (06/15/2026), Benefit Financial Services Group reports $1.5B in regulatory assets under management across roughly 2.3k client accounts.
How does Benefit Financial Services Group charge?
Benefit Financial Services Group is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Benefit Financial Services Group a fiduciary?
Yes. Benefit Financial Services Group is registered with the U.S. Securities and Exchange Commission (CRD #143617), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Benefit Financial Services Group taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Benefit Financial Services Group and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Irvine, CA
Profile compiled from Benefit Financial Services Group's public SEC Form ADV filing (CRD #143617, filed 06/15/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Benefit Financial Services Group. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Benefit Financial Services Group? Claim this profile.