BL

Bennett Christopher Long

8 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
22 advisors
Number of Clients
1,503 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$3.1B

Fee Structure

Minimum Investment:$500K
Minimum Annual Fee:$5,000
Financial Plan Fee:Up to $25,000
Hourly Rate:Up to $500/hr

FAS charges a fee based on a percentage of assets under management, up to 1.50% per year, or a mutually agreed-upon flat dollar fee. A minimum quarterly fee of up to $1,250 ($5,000 annually) may apply, potentially making the cost prohibitive for clients with less than $500,000 of household assets. All fee arrangements are subject to negotiation. Financial planning services are offered on an hourly basis (up to $500/hour) or a fixed engagement fee (up to $25,000).

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningDivorce Planning
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Advisor Information

Office location

4707 Executive Dr, San Diego, CA, 92121-3091

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Regulatory 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.

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Other Business Activities

Bennett operates Horizon Capital Advisors as a DBA for his LPL business, dedicating full-time hours to it. He also has a loan with his parents, which is not investment-related and requires minimal time.

Employment History
Current Registrations
Fas Wealth Partners, INC.
September 2025 - Present · 4 mos
Previous Registrations
LPL Financial LLC
March 2025 - September 2025 · 6 mos
LPL Financial LLC Broker
March 2025 - September 2025 · 6 mos
Osaic Wealth, INC.
June 2024 - April 2025 · 10 mos
Osaic Wealth, INC. Broker
June 2024 - April 2025 · 10 mos
Securities America Advisors, INC.
June 2021 - June 2024 · 3 yrs
Securities America, INC.Broker
May 2021 - June 2024 · 3 yrs 1 mo
Ivy Distributors, INC.Broker
October 2019 - April 2021 · 1 yr 6 mos
Waddell & ReedBroker
August 2017 - April 2021 · 3 yrs 8 mos
State Registrations1 state
KS
Advisor
Exams
No exam information available for this advisor.