BB
CFP · PFS

Brian Benson

4 Years of Experience

Firm Information

Compensation
Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
70 clients
Average Client Portfolio
$113K average
Assets Under Management
$7.9M

Fee Structure

Financial Planning:Included in AUM fee
Financial Plan Fee:$1,000 - $10,000
Hourly Rate:$450/hr

Hoskin Capital charges fixed fees for financial planning services, ranging from $1,000 to $10,000 per plan. Ongoing financial planning and investment management services also have fixed annual fees between $1,000 and $10,000. Hourly financial consultation services are billed at $450 per hour. The firm does not have any minimum requirements for opening or maintaining an account.

Areas of Practice
Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInvestment Management
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Advisor Information

Office location

Broad Brook, CT

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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

Brian is an adjunct professor for Elms College since March 2020, teaching classes consistent with his CFP certification. He also does tax accounting and works with Brightside Benefit, neither of which are investment-related or commission-based.

Employment History
Current Registrations
Hoskin Capital
April 2024 - Present · 1 yr 9 mos
Previous Registrations
St. Germain Investment Management
January 2020 - October 2022 · 2 yrs 9 mos
State Registrations1 state
CT
Advisor
Exams
No exam information available for this advisor.
Brian Benson - Financial Advisor | AdvisorDiscover