Benningfield Financial Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$375/hr

“When there is a need for such services, clients will generally be charged at the rate of $375 an hour and be subject to a separate hourly fee agreement with the client.”

Quarterly fee

$7,500/qtr

“A minimum quarterly fee of $7,500 is assessed if the value of a client’s managed portfolio at the time of the annual fee calculation is below $3,000,000.”

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

How Benningfield Financial Advisors, LLC bills

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

• “If clients choose to pay fees directly, fees will be payable by clients immediately upon receipt of any invoice.”
• “Fees for other services may be charged as mutually agreed upon, in advance, by clients and BFA.”
• “Billing and Termination BFA bills for advisory services quarterly, in arrears, meaning that we invoice clients after the three-month billing period has ended.”

How Benningfield Financial Advisors, LLC’s fees compare

• Its hourly rate of $375 is above the California median of $300. 70% of the 932 other California planners that publish an hourly rate charge less.
• 23 of the 35 other planners in San Francisco that publish an hourly rate charge less.

About Benningfield Financial Advisors, LLC

• Firm size: 3 employees.
• Registered as an adviser: 2014 (12 years).

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% a year

Minimum

$7,500 minimum fee (stated in brochure)

Clients

48

Employees

3

Works with

High net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$284,296,156

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

134950

Website

linkedin.com/company/benningfield-financial-advisors-llc (opens in new tab)

Phone

(415) 561-6688

Can advise clients in 2 states: California, New York

Other planners in San Francisco that publish fees

• Amoretti Capital ManagementSan Francisco$450/hr
• Applied AdvisorSan Francisco$285/hr, $285
• Berkeley Investment AdvisorsSan Francisco$6,000/yr
• BPM Wealth Advisors, LLCSan Francisco$250⁠-⁠$50,000
• Bridgelane FinancialSan Francisco$500/hr, $5,000⁠-⁠$20,000
• Brio Financial GroupSan Francisco$25,000

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