Benefit Investing LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$3,500

“Flat instructional fee ranging from $500 to $3,500, negotiable based on the organization’s mission and scope.”

Quarterly fee

$75⁠-⁠$300/qtr

“Sequential Wealth Curriculum (Quarterly Subscription) Billed quarterly in arrears. ●​ Phase 1: $75 / quarter ●​ Phase 2: $125 / quarter ●​ Phase 3: $250 / quarter ●​ Phase 4: $300 / quarter ●​ An initial 60-minute "Placement Interview" is provided at no cost. 2.”

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

How Benefit Investing LLC bills

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

• “All fees are paid directly by the client via electronic transfer or check upon receipt of an invoice.”
• “Billing and Payment Subscriptions are billed at the end of each calendar quarter via electronic transfer or check.”
• “Clients will receive an invoice at the end of each calendar quarter detailing the services provided and the fee amount due. 5 C.”

How Benefit Investing LLC’s fees compare

• Its flat or project fee of $500-$3,500 is below the Colorado median of $5,250. 14% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 7 of the 39 other planners in Denver that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Benefit Investing LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

1

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, newsletters and publications, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

329818

Website

benefitinvesting.net (opens in new tab)

Phone

(650) 722-1911

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