Benchmark Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Our hourly rate is $500 per hour.”

Flat or project fee

$1,500

“Ongoing Financial Planning BF collects an initial fee, no greater than $1,500.”

Monthly fee

$400/mo

“Fees are paid monthly in arrears at a rate of $400/month.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Benchmark Financial, LLC bills

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

• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Since fees are paid in arrears, no refund will be needed upon termination of the engagement.”

How Benchmark Financial, LLC’s fees compare

• Its hourly rate of $500 is above the Delaware median of $300. 94% of the 18 other Delaware planners that publish an hourly rate charge less.
• 10 of the 10 other planners in Wilmington that publish an hourly rate charge less.
• Its flat or project fee of $1,500 is below the Delaware median of $3,575. 9% of the 11 other Delaware planners that publish a flat or project fee charge less.
• 1 of the 5 other planners in Wilmington that publish a flat or project fee charge less.

About Benchmark Financial, LLC

• Principal: Richard Jakotowicz
• Firm size: 3 employees.
• Founded: 2018 (8 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.1% a year

Minimum

$500,000 in assets (stated in brochure)

Clients

90

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$131,579,095

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

297443

Website

linkedin.com/company/benchmarkfg (opens in new tab)

Phone

(302) 635-9760

Can advise clients in 5 states: Delaware, New Hampshire, New Jersey, Pennsylvania, Texas

Other planners in Wilmington that publish fees

• Affinity Wealth Management LLCWilmington$350/hr, $250⁠-⁠$15,000
• Age Wisely FinancialWilmington$360/hr, $3,000⁠-⁠$12,000
• Ajp Financial Services, LLCWilmington$10,000⁠-⁠$50,000/yr
• Creative Financial Concepts, Inc.Wilmington$150/hr, $300
• Delaware Advisory Group, Inc.Wilmington$350/hr
• Delaware Wealth PlannersWilmington$100⁠-⁠$400/hr

Compare all 17 planners in Wilmington