Measured Wealth Private Client Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Measured Wealth Private Client Group reports 638 clients. They include 502 individual clients, 131 high-net-worth individuals, and 4 pension and profit-sharing plans. Nearly all assets ($528M across 1,398 accounts) are managed with discretion; $32.4K across 1 account is not. A wrap fee program the firm both sponsors and manages holds $35.4M. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 79% | 25% |
| High-net-worth individuals | 21% | 69% |
| Pension and profit-sharing plans | <1% | 6% |
| 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) | 502 | $133M | 25.2% | $266K |
| High-net-worth individuals | 131 | $364M | 68.8% | $2.78M |
| Pension and profit-sharing plans | 4 | $30.8M | 5.8% | $7.7M |
| Corporations and other businesses | 1 | $421K | 0.1% | $421K |
| Total | 638 | $528M | 100% | $828K |
- Clients
- 502
- Regulatory AUM
- $133M
- AUM share
- 25.2%
- Avg. per client
- $266K
- Clients
- 131
- Regulatory AUM
- $364M
- AUM share
- 68.8%
- Avg. per client
- $2.78M
- Clients
- 4
- Regulatory AUM
- $30.8M
- AUM share
- 5.8%
- Avg. per client
- $7.7M
- Clients
- 1
- Regulatory AUM
- $421K
- AUM share
- 0.1%
- Avg. per client
- $421K
Total
- Clients
- 638
- Regulatory AUM
- $528M
- AUM share
- 100%
- Avg. per client
- $828K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Measured Wealth Private Client Group charges 0.60%–1.25% a year for its Asset Management. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices 3 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.25% |
| $1M–$3M | 1.00% |
| $3M–$7M | 0.85% |
| $7M–$10M | 0.75% |
| $10M and above | 0.60% |
Fee details and sources
Other fees
- Estate Planning Services
- Estate planning documents are billed as a flat fee of $500 to $3,500, which the firm can waive at its discretion.
- Financial Planning and Consulting
- Financial planning and consulting are billed hourly at $350 for financial advisors or $250 for para-planners, or as flat fees of $1,500 to $10,000.
- Pension Consulting Services
- Pension consulting is billed hourly at $250 or as a flat fee of $750 to $10,000, and may be asset-based for certain engagements.
Edward Benway owns 75% or more of Measured Wealth Private Client Group. The leadership team of Measured Wealth Private Client Group includes President Edward Benway, Chief Investment Officer Edward Miller and Chief Compliance Officer Lori Weston. It has 14 employees, 11 of them in advisory roles.
Staff
- 14 employees
- 11 in advisory functions
- 10 state-registered reps
- 9 insurance agents
- 2 soliciting firms
- Owns 75% or more of Measured Wealth Private Client Group, LLC
Edward Benway
Control person · since April 2014
Measured Wealth Private Client Group’s regulatory assets grew from $395M (April 2021) to $528M (September 2026); clients were 638 in both filings and employees rose from 12 to 14.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $528M | 638 | 14 | 3 |
| Jul 2025July 2025 | $464M | 598 | 11 | 3 |
| Mar 2024March 2024 | $408M | 584 | 12 | 3 |
| Mar 2023March 2023 | $385M | 606 | 14 | 3 |
| Mar 2022March 2022 | $448M | 640 | 11 | 3 |
| Apr 2021April 2021 | $395M | 612 | 12 | 3 |
Besides its headquarters, Measured Wealth Private Client Group has 2 offices, with 3 listed addresses across 3 states.
Florida · 1 listed address
- 224 Commercial BLVD, Fort Lauderdale
Maine · 1 listed address
- 23 Industrial Park RD, Saco
New Hampshire · 1 listed address
- 14 Sagamore Road, RyeHQ
Other business names
Measured Wealth Private Client Group has reported 1 other business name to the SEC.
- Measured Wealth
Contact and registration details
- Legal name
- Measured Wealth Private Client Group, LLC
- Headquarters
- 14 Sagamore Road, Rye, NH 03870
- Website
- measuredwealth.net
- Phone
- 603-431-1444
- SEC file
- 801-80056
- Founded
- 2014
- Structure
- New Hampshire LLC
- Fiscal year end
- December
Measured Wealth Private Client Group’s named custodian for separately managed accounts is Charles Schwab ($518M). Measured Wealth Private Client Group has custody of $457M for 409 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $518M100%
At year end, Measured Wealth Private Client Group’s separately managed accounts were mostly in funds (64%) and stocks (24%). Its reported 13F holdings for the quarter ended 30 June 2026 total $414M across 723 positions; the largest are Vanguard Whitehall Fds (6.8%), SPDR Series Trust (5.0%) and SPDR Gold TR (4.4%).
What the accounts hold
- Stocks24%
- Funds64%
- Cash10%
- Other2%
- Variable annuity, bond principal paydown2%
How many clients does Measured Wealth Private Client Group have?
Measured Wealth Private Client Group has 638 clients and manages $528 million for them, as of September 2026. They include 502 individual clients, 131 high-net-worth individuals, and 4 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 September 2026
What services does Measured Wealth Private Client Group offer?
Measured Wealth Private Client Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.
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 Measured Wealth Private Client Group charge?
Measured Wealth Private Client Group charges 0.60%–1.25% a year for its Asset Management. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Source: FORM ADV PART 2A - FIRM BROCHURE, filed 17 September 2026
Which custodians does Measured Wealth Private Client Group use?
Measured Wealth Private Client Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $518M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 September 2026
How many financial advisors does Measured Wealth Private Client Group have?
Measured Wealth Private Client Group has 10 investment adviser representatives registered with state securities authorities, out of 14 employees, and 11 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 9 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 Measured Wealth Private Client Group invest in?
At the end of its last fiscal year, Measured Wealth Private Client Group’s separately managed accounts held 64% registered funds (mutual funds, ETFs, BDCs), 24% exchange-traded equities, 10% cash and equivalents and 2% other. The 2% other category is described as: Variable Annuity, Bond Principal Paydown.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Measured Wealth Private Client Group?
Measured Wealth Private Client Group’s direct owner is Edward Benway (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 September 2026
How does Measured Wealth Private Client Group get paid?
Measured Wealth Private Client Group is paid through a percentage of assets under management, hourly charges and fixed fees. 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
How do I contact Measured Wealth Private Client Group?
Measured Wealth Private Client Group’s main office is at 14 Sagamore Road, Rye, NH 03870. Its phone number is 603-431-1444. Its website is measuredwealth.net.