J. Benjamin Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 4, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$5,000⁠-⁠$30,000

“Flat fees range from $5,000 to $30,000.”

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

How J. Benjamin Financial, LLC bills

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

• “Annualized fees are billed on a pro-rata basis monthly in arrears based on the value of the account(s) on the time-weighted daily average of the month.”
• “Benjamin Financial, LLC writing, our firm bills on cash.”
• “Fees are negotiable and will be deducted from client account(s).”

How J. Benjamin Financial, LLC’s fees compare

• Its flat or project fee of $5,000-$30,000 is above the South Carolina median of $3,000. 94% of the 65 other South Carolina planners that publish a flat or project fee charge less.
• 5 of the 5 other planners in Mount Pleasant that publish a flat or project fee charge less.

About J. Benjamin Financial, LLC

• Firm size: 4 employees.
• Registered as an adviser: 2016 (10 years).

Planning areas mentioned in the brochure

• Tax planning

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

Clients

138

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$38,255,531

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

283990

Website

jbenjaminfinancial.com (opens in new tab)

Phone

(843) 352-3262

Can advise clients in 3 states: North Carolina, Pennsylvania, South Carolina

Other planners in Mount Pleasant that publish fees

• Apollon Wealth Management, LLCMount Pleasant$5,000
• Baker Asset Management, LLCMount Pleasant$100/hr, $2,500
• Black Dog Financial Planning LLCMount Pleasant$250/hr, $149⁠-⁠$449/mo
• Flip Flops and Pearls Financial PlanningMount Pleasant$500/hr, $2,000⁠-⁠$10,000
• Flowrate Financial, LLCMount Pleasant$250/hr, $4,000
• Kingsley FinancialMount Pleasant$500/hr, $3,600⁠-⁠$20,000/yr

Compare all 16 planners in Mount Pleasant