The Benchmark Group RIA Services, LLC fees and pricing
Financial planner in Cherry Hill, New Jersey. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 6, 2026, The Benchmark Group RIA Services, LLC charges a monthly fee of $1,000-$7,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $1,000-$7,500/mo
“Monthly fees range between $1,000 and $7,500, and the implementation period is usually three to twenty-four months, but may be longer. 3.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How The Benchmark Group RIA Services, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The monthly fee is negotiable, charged in arrears, and is based on complexity of the work to be done.”
- “Clients may terminate a Financial Planning Agreement at any time without penalty and pay only for the services already rendered (fees will be prorated in relation to the date of termination).”
- “Any earned, unpaid fees will be due and payable.”
About The Benchmark Group RIA Services, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2010 (16 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Insurance analysis
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.5% a year
- Employees
- 1
- Works with
- Pension and profit sharing plans and businesses
- Services reported to regulators
- Financial planning, pension consulting, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 153820
- Phone
- (856) 784-3000
Other planners in Cherry Hill that publish fees
- Bonfrisco Wealth Management LLCCherry Hill$250-$500
- Co-Missions Financial PlanningCherry Hill$500/hr
- Dolcini Capital ManagementCherry Hill$300/hr, $1,250-$5,000
- MK3 Wealth LLCCherry Hill$400/hr, $1,000-$25,000
- S & a Financial Strategies & Services, LLCCherry Hill$350/hr, $1,500
- Wealth Management Associates, Inc.Cherry Hill$150/hr, $100-$25,000
Is something on this page wrong or out of date?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.