Benchmark Financial fees and pricing
Financial planner in Cedar Falls, Iowa. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 16, 2024, Benchmark Financial charges $200-$400 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 16, 2024. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200-$400/hr
“Hourly fees for comprehensive financial planning will range from $200 - $400 per hour based on plan complexity.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Benchmark Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “One-hundred percent of the fee for services already provided will be billed at the end of each quarter.”
- “Fees for this service may be paid by electronic funds transfer or check.”
How Benchmark Financial’s fees compare
- Its hourly rate of $200-$400 spans the Iowa median of $250. 66% of the 47 other Iowa planners that publish an hourly rate charge less.
- 1 of the 2 other planners in Cedar Falls that publish an hourly rate charge less.
About Benchmark Financial
“If you are a business owner, we will consider and/or recommend the various benefit programs that can be structured to meet both business and personal retirement goals. ● Financial Goals: We will help Clients identify financial goals and develop a plan to reach them.”
- Firm size: 3 employees.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Employees
- 3
- Works with
- Pooled investment vehicles
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and educational seminars and workshops
- Assets managed
- $26,213,177
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 314535
- Phone
- (319) 727-8383
Other planners in Cedar Falls that publish fees
- Cedar Valley Wealth AdvisorsCedar Falls$1,000
- Fencl Advisory Services, LLCCedar Falls$4,000/yr
- Ignite FinancialCedar Falls$250-$400/hr, $1,800-$14,000
- Navigate Financial Planning LLCCedar Falls$225/hr, $3,375
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.