MS
CFA · CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
25 advisors
Number of Clients
849 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$1.3B
Fee Structure
BFSG charges fees based on a percentage of assets under management. They also offer financial planning services on a standalone, separate fee basis. Clients may incur additional fees, such as transaction fees charged by custodians like Fidelity and Schwab. BFSG may recommend unaffiliated independent investment managers, whose fees are separate from BFSG's. They also offer tax preparation services for a separate fee.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
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Advisor Information
Office location
Reno, NV
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Benefit Financial Services Group
April 2019 - Present · 6 yrs 9 mos
Previous Registrations
Prudential Investment Management Services LLCBroker
January 2012 - March 2019 · 7 yrs 2 mos
Benefit Funding Services Group
May 2007 - November 2011 · 4 yrs 6 mos
Financial Network Investment CorporationBroker
January 2005 - December 2007 · 2 yrs 11 mos
Benefit Funding Services Group
January 2005 - June 2007 · 2 yrs 5 mos
Liberty Capital Management, INC.
April 2001 - January 2005 · 3 yrs 9 mos
Royal Alliance Associates, INC. Broker
March 1996 - December 2004 · 8 yrs 9 mos
Chatfield Dean & Co., INC.Broker
June 1995 - October 1995 · 4 mos
Baraban Securities, INC.Broker
June 1992 - June 1995 · 3 yrs
State Registrations2 states
CANV
Advisor
Exams
No exam information available for this advisor.