Benchmark Financial fees

Financial planner in Schwenksville, Pennsylvania. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 22, 2026, Benchmark Financial (Schwenksville, PA) charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 22, 2026. Fees can change.

Hourly rate: $300/hr; Above the Pennsylvania median of $250; 62% of the 151 other planners in Pennsylvania that publish an hourly rate charge less.; “For projects limited in scope, Benchmark may bill hourly for financial consulting services at the rate of $300 per hour, invoiced monthly.”

Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.

Payment and refund terms, quoted from the fee section of the brochure.

“For new accounts, the fee will be determined as of the date the account is opened and prorated through the end of the quarter.”
“Upon termination, any prepaid fees will be prorated to the date of termination and any unearned portion thereof will be refunded to the client.”
“For initial or one-time financial consulting services, one-half of the fee is due upon the signing of the agreement and the balance is due upon completion.”

How the firm is paid: Hourly fees, flat or fixed fees, and a percentage of assets under management
Clients: 62
Works with: Individuals, high net worth individuals, and businesses
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $108 million
Registered with: State securities regulators
Disciplinary disclosures: None reported on Form ADV as of March 23, 2026
CRD number: 127074 (opens in new tab)
Website: benchmarkfn.com (opens in new tab)
Phone: (610) 715-9554

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.