WS
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
387 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$721.7M
Fee Structure
This firm offers financial planning and asset management services. Details on fees for these services can be found in Item 5 of this brochure.
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningFinancial Planning & Coaching
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Advisor Information
Office location
2351 NW Boca Raton Blvd., Suite 100, Boca Raton, FL, 33431
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 →Other Business Activities
Willard is an uncompensated board member of the Presidential Estates Property Owners Association, advising on board matters including investment of surplus funds. He spends minimal time on this activity.
Employment History
Current Registrations
Benchmark Financial Wealth Advisors LLC
October 2021 - Present · 4 yrs 3 mos
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.