Benzina Wealth, LLC fees and pricing

Financial planner in Sarasota, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated May 26, 2026, Benzina Wealth, LLC charges an annual fee of $6,000⁠-⁠$12,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 26, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee: $6,000⁠-⁠$12,000/yr; “Upon delivery of the comprehensive financial plan, we charge an annual fee of $6,000 - $12,000 for Wealth Management.”

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

“Fees are collected in advance and are paid monthly.”
“Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
“Clients must approve of any fee increase through AdvicePay.”

Its annual fee of $6,000-$12,000 is above the Florida median of $4,800. 70% of the 97 other Florida planners that publish an annual fee charge less.
5 of the 7 other planners in Sarasota that publish an annual fee charge less.
It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

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

How the firm is paid: Fixed or flat fees
Charges a % of assets: No
Clients: 36
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $19,627,345
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 333070
Website: youtube.com/@BenzinaWealth (opens in new tab)
Phone: (727) 354-4022

Can advise clients in 2 states: California, Florida

Is something on this page wrong or out of date?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.