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Benchmark Financial

TL;DR

Benchmark Financial Wealth Advisors is an independent Boca Raton adviser, successor to a firm incorporated in 1999, offering wealth guidance, financial planning and asset management to individuals, families and small businesses.

Boca Raton, FL
Registered 2017
14 employees
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$766 million
Regulatory AUM
As of ADV filing 2026-05-18
1,067
Accounts / Clients
361 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
14
Team Size
employees, 7 advisory
9 yrs
Years Registered
First registered 2017
About Benchmark Financial

Benchmark Financial Wealth Advisors is an independent Boca Raton adviser, successor to a firm incorporated in 1999, offering wealth guidance, financial planning and asset management to individuals, families and small businesses.

Office: 2351 NW Boca Raton Boulevard, Suite 100, Boca Raton, FL.

Best for: Business owners and families wanting CFP-led planning, exit planning and tiered advisory fees

Fee model and designations stated on the guide
Advisory feesPlanning designations named
Form ADV data
CRD287966
RegistrationSEC-registered
First registration2017
Regulatory AUM$766 million
ADV filing date2026-05-18
Accounts1,067
Clients361 individual and high-net-worth clients
Employees14
Advisory employees7
Fee modelAdvisory fees, no securities commissions; affiliated insurance company may earn commissions (ADV 2A)
MinimumNo stated account minimum; Wealth Governance has a $50,000 annual minimum fee (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFP, ChFC and CLU named on the team page

Source: SEC Investment Adviser Public Disclosure, CRD 287966, as of ADV filing 2026-05-18, pulled October 11, 2026.

Ranked on ProCloser
Advisers, reviews and AI visibility
Advisory representatives8 (SEC IAPD)
Average years in the industry9.1
Representatives with a disclosure0 of 8 (0%)
FINRA-registered representatives0 of 8
High-net-worth share of individual clients30% (ADV 5.D)
Regulatory AUM per advisory rep$109 million
Compensation methodsasset-based, fixed, hourly (no commissions or performance fees) (ADV 5.E)
Google Business Profileno exact-name listing with a rating

Sources: SEC IAPD individual records; Form ADV Part 1 filed 05/18/2026; Google Business Profile via DataForSEO checked 2026-10-11. Updated 2026-10-11.

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