{"url":"https://nivawealth.com/firms/benchmark-financial-wealth-advisors-287966","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/287966","regulatoryAum":766078294,"crd":"287966","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7916077","suffix":null,"lastName":"Jedrej","firstName":"Thomas","middleName":null},{"crd":"2295079","suffix":null,"lastName":"KALINA","firstName":"ROGER","middleName":"STEVEN"},{"crd":"6786599","suffix":null,"lastName":"Ligeti","firstName":"Alexander","middleName":null},{"crd":"8016766","suffix":null,"lastName":"Long","firstName":"Christian","middleName":"Enstrom"},{"crd":"7803863","suffix":null,"lastName":"Manolakos","firstName":"Alex","middleName":null},{"crd":"7435190","suffix":null,"lastName":"Schoch","firstName":"Willard","middleName":"Dudley"},{"crd":"4141652","suffix":null,"lastName":"SCUTELLARO","firstName":"JOSEPH","middleName":"F"},{"crd":"7527174","suffix":null,"lastName":"Wlodkowski","firstName":"Lawson","middleName":"P"}],"total":8,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-07-20","regulatoryAum":317481262,"clients":326,"employees":5,"offices":3},{"filedOn":"2022-05-24","regulatoryAum":440048860,"clients":322,"employees":8,"offices":3},{"filedOn":"2023-04-28","regulatoryAum":616727104,"clients":385,"employees":10,"offices":3},{"filedOn":"2024-03-28","regulatoryAum":549017841,"clients":360,"employees":10,"offices":3},{"filedOn":"2025-03-20","regulatoryAum":721666983,"clients":387,"employees":10,"offices":3},{"filedOn":"2026-05-18","regulatoryAum":766078294,"clients":366,"employees":14,"offices":4}],"secFileNumber":"801-110764","legalName":"Benchmark Financial Wealth Advisors LLC","displayName":"Benchmark Financial Wealth Advisors","slug":"benchmark-financial-wealth-advisors-287966","website":"https://bfllc.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/287966/158ad9ee890f4c3f-r1.webp","tone":"dark","width":1684,"height":200,"sourceUrl":"https://www.bfllc.com","sourceLabel":"Benchmark Financial Wealth Advisors LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/benchmark-financial-wealth-advisors","founded":"1999","organization":"Florida limited liability company","fiscalYearEnd":"December","headquarters":{"street":"2351 NW Boca Raton BLVD., Suite 100","city":"Boca Raton","state":"FL","stateName":"Florida","country":"United States","postalCode":"33431"},"tradeNames":["Benchmark Financial"],"registration":{"secApproved":"7 July 2017","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2091871.4930747922,"staff":{"employees":14,"advisory":7,"brokerDealerReps":0,"insuranceAgents":5,"promoters":1},"aum":{"regulatory":766078294,"discretionary":766078294,"discretionaryAccounts":1067,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":1,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":251,"regulatoryAum":187726199},{"label":"High-net-worth individuals","clients":110,"regulatoryAum":567439410},{"label":"Pension and profit-sharing plans","clients":2,"fewerThan5":true,"regulatoryAum":6106229},{"label":"Charitable organizations","clients":1,"fewerThan5":true,"regulatoryAum":1319540},{"label":"Corporations and other businesses","clients":2,"fewerThan5":true,"regulatoryAum":3486916}],"feePrograms":[{"role":"main","program":"Account Based Billing","feeBasis":"marginal","fee_tiers":[{"to":1000000,"pct":1,"from":0},{"to":5000000,"pct":0.75,"from":1000000},{"to":10000000,"pct":0.45,"from":5000000},{"to":25000000,"pct":0.25,"from":10000000},{"to":50000000,"pct":0.15,"from":25000000},{"to":null,"pct":0.1,"from":50000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1061437","versionId":1061437,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-10-16","documentName":"FORM ADV PART 2 A","fee_rate_low":0.1,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Held-Away Accounts","summary":"Held-away accounts are billed at an annual rate of up to 1.00%, calculated quarterly on the average daily balance.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1061437","versionId":1061437,"submittedOn":"2026-10-16","documentName":"FORM ADV PART 2 A"},{"role":"other","program":"One-Time Financial Planning and Analyses","summary":"One-time modular or comprehensive analyses are priced as flat fees or hourly at $200 to $750 an hour; 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Benchmark Financial Wealth Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Benchmark Financial Wealth Advisors charge?","answer":"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.","source":"FORM ADV PART 2 A, filed 16 October 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Benchmark Financial Wealth Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Benchmark Financial Wealth Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Benchmark Financial Wealth Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Benchmark Financial Wealth Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Benchmark Financial Wealth Advisors get paid?","answer":"Benchmark Financial Wealth Advisors is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. 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