Benchmark Financial Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, selecting other managers, education planning, estate planning, family office services, insurance, and retirement plan services. Financial planning was provided to 1–10 clients last fiscal year.
Benchmark Financial Wealth Advisors reports 366 clients. They include 251 individual clients, 110 high-net-worth individuals, and 2 pension and profit-sharing plans. Of its assets, 100.0% ($766M across 1,067 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 69% | 25% |
| High-net-worth individuals | 30% | 74% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 251 | $188M | 24.5% | $748K |
| High-net-worth individuals | 110 | $567M | 74.1% | $5.16M |
| Pension and profit-sharing plans | Fewer than 5 | $6.11M | 0.8% | $3.05M |
| Charitable organizations | Fewer than 5 | $1.32M | 0.2% | $1.32M |
| Corporations and other businesses | Fewer than 5 | $3.49M | 0.5% | $1.74M |
| Total | 366 | $766M | 100% | — |
- Clients
- 251
- Regulatory AUM
- $188M
- AUM share
- 24.5%
- Avg. per client
- $748K
- Clients
- 110
- Regulatory AUM
- $567M
- AUM share
- 74.1%
- Avg. per client
- $5.16M
- Clients
- Fewer than 5
- Regulatory AUM
- $6.11M
- AUM share
- 0.8%
- Avg. per client
- $3.05M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.32M
- AUM share
- 0.2%
- Avg. per client
- $1.32M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.49M
- AUM share
- 0.5%
- Avg. per client
- $1.74M
Total
- Clients
- 366
- Regulatory AUM
- $766M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Benchmark Financial Wealth Advisors charges 0.10%–1.00% a year for its Account Based Billing. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable. The brochure also prices 3 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$5M | 0.75% |
| $5M–$10M | 0.45% |
| $10M–$25M | 0.25% |
| $25M–$50M | 0.15% |
| $50M and above | 0.10% |
Fee details and sources
Other fees
- Held-Away Accounts
- Held-away accounts are billed at an annual rate of up to 1.00%, calculated quarterly on the average daily balance.
- One-Time Financial Planning and Analyses
- One-time modular or comprehensive analyses are priced as flat fees or hourly at $200 to $750 an hour; flat fees are paid 25% in advance.
- Wealth Governance
- Ongoing wealth governance fees depend on complexity and scope of services, with an annual minimum of $50,000.
Benchmark Financial Group, LLC owns 75% or more of Benchmark Financial Wealth Advisors and is in turn owned by Roger Kalina (75% or more) and Timothy Devlin (25–50%). The leadership team of Benchmark Financial Wealth Advisors includes Chief Compliance Officer Roger Kalina. It has 14 employees, 7 of them in advisory roles.
Leadership
Roger KalinaChief Compliance Officer
Investment adviser representatives
8 representatives listed in the SEC register as of 9 October 2026.
Staff
- 14 employees
- 7 in advisory functions
- 7 state-registered reps
- 5 insurance agents
- 1 soliciting firm
- Owns 75% or more of Benchmark Financial Wealth Advisors LLC
Benchmark Financial Group, LLC
Control person · since April 2018
- Owns 75% or more of Benchmark Financial Group, LLC
Roger Kalina
Control person · since January 1999
- Owns 25% to 50% of Benchmark Financial Group, LLC
Timothy Devlin
Control person · since December 2014
Benchmark Financial Wealth Advisors’ regulatory assets grew 2.4× from $317M (July 2021) to $766M (May 2026); clients rose from 326 to 366 and employees from 5 to 14.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $766M | 366 | 14 | 4 |
| March 2025 | $722M | 387 | 10 | 3 |
| March 2024 | $549M | 360 | 10 | 3 |
| April 2023 | $617M | 385 | 10 | 3 |
| May 2022 | $440M | 322 | 8 | 3 |
| July 2021 | $317M | 326 | 5 | 3 |
Besides its headquarters, Benchmark Financial Wealth Advisors has 3 offices, with 4 listed addresses in Florida and New Jersey.
Florida · 3 listed addresses
- 2351 NW Boca Raton BLVD., Suite 100, Boca RatonHQ
- 490 Sawgrass Corporate Pkwy., Sunrise
- 4455 Military Trail, Jupiter
New Jersey · 1 listed address
- 900 US-9, Woodbridge
Other business names
Benchmark Financial Wealth Advisors has reported 1 other business name to the SEC.
- Benchmark Financial
Contact and registration details
- Legal name
- Benchmark Financial Wealth Advisors LLC
- Headquarters
- 2351 NW Boca Raton BLVD., Suite 100, Boca Raton, FL 33431
- Website
- bfllc.com
- Phone
- 561-416-2992
- SEC file
- 801-110764
- Founded
- 1999
- Structure
- Florida LLC
- Fiscal year end
- December
Benchmark Financial Wealth Advisors uses Fidelity ($724M) as custodian for its separately managed accounts. Benchmark Financial Wealth Advisors has custody of $53.8M in client assets for 2 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $724M100%
At year end, Benchmark Financial Wealth Advisors’ separately managed accounts were mostly in funds (55%) and cash (20%). Its reported 13F holdings for the quarter ended 30 June 2026 total $405M across 147 positions; the largest are Schwab Strategic TR (7.2%), Vanguard Index Fds (7.1%) and State Str SPDR S&P 500 ETF T (6.7%).
What the accounts hold
- Stocks13%
- Exchange-traded equities12%
- Non-exchange-traded equities1%
- Funds55%
- Registered funds54%
- Pooled vehicles1%
- Bonds13%
- U.S. government and agency bonds8%
- State and local bonds4%
- Investment grade corporate bonds1%
- Cash20%
- Other1%
- Annuities1%
Reported 13F holdings
- $405M
- Reported 13F value
- 147
- Positions
- 47.2%
- In the 10 largest
- +12.3%
- Value vs. prior quarter
- Schwab Strategic TR · Intl Eqty ETF7.2%
- Vanguard Index Fds · Total Stk Mkt7.1%
- State Str SPDR S&P 500 ETF T · TR Unit6.7%
- Doubleline ETF Trust · Oppo Core BD ETF5.9%
- iShares TR · Core S&P Ttl Stk4.8%
- iShares TR · Core S&P500 ETF3.9%
- Nvidia Corporation3.2%
- iShares TR · Rus Tp200 GR ETF2.8%
- Pacer Fds TR · US Cash Cows 1002.8%
- iShares TR · Core S&P Scp ETF2.7%
Together, the ten largest are 47.2% of reported value.
How many clients does Benchmark Financial Wealth Advisors have?
Benchmark Financial Wealth Advisors has 366 clients and manages $766 million for them, as of May 2026. They include 251 individual clients, 110 high-net-worth individuals, and 2 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 May 2026
What services does Benchmark Financial Wealth Advisors offer?
Benchmark Financial Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, selecting other managers, education planning, estate planning, family office services, insurance, and retirement plan services.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Benchmark Financial Wealth Advisors charge?
Benchmark Financial Wealth Advisors charges 0.10%–1.00% a year for its Account Based Billing. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
Which custodians does Benchmark Financial Wealth Advisors use?
Benchmark Financial Wealth Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $724M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 May 2026
How many financial advisors does Benchmark Financial Wealth Advisors have?
Benchmark Financial Wealth Advisors has 7 investment adviser representatives registered with state securities authorities, out of 14 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Benchmark Financial Wealth Advisors invest in?
At the end of its last fiscal year, Benchmark Financial Wealth Advisors’ separately managed accounts held 54% registered funds (mutual funds, ETFs, BDCs), 20% cash and equivalents, 12% exchange-traded equities, 8% U.S. government and agency bonds, 4% state and local bonds, 1% non-exchange-traded equities, 1% investment grade corporate bonds, 1% pooled vehicles (private funds and similar) and 1% other. The 1% other category is described as: Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Benchmark Financial Wealth Advisors?
Benchmark Financial Wealth Advisors is owned through a holding company by Timothy Devlin and Roger Kalina. Its direct owner is Benchmark Financial Group, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 18 May 2026
How does Benchmark Financial Wealth Advisors get paid?
Benchmark Financial Wealth Advisors is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Benchmark Financial Wealth Advisors registered with the SEC?
Yes, Benchmark Financial Wealth Advisors has been registered with the SEC as an investment adviser since 7 July 2017. Its CRD number is 287966 and its SEC file number is 801-110764.
Source: Form ADV Part 1A, Item 1, filed 18 May 2026; IAPD firm record
How do I contact Benchmark Financial Wealth Advisors?
Benchmark Financial Wealth Advisors’ main office is at 2351 NW Boca Raton BLVD., Suite 100, Boca Raton, FL 33431. Its phone number is 561-416-2992. Its website is bfllc.com.