Thomas
Steffanci

Benefit Financial Services Group

CRD#855387
Investment Advisor
in Phoenix, AZ

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About this Advisor

Thomas Steffanci is a financial advisor working out of Phoenix, Arizona with a total of 5 years of industry experience. Steffanci currently works for Benefit Financial Services Group. During their career, Steffanci has held roles at Grand Canyon University, Benefit Financial Services Group and Bfsg, LLC. Steffanci has a Series 65 license, certifying them as an investment advisor representative, and can work in Arizona. Benefit Financial Services Group is a firm headquartered in Irvine, CA. The company has a total of 32 advisors. It has $977 million in total assets among its 1,978 client accounts, placing it among the bigger firms in the nation by assets under management. The firm provides services to 10 charitable organizations. Of its 1,978 customer accounts, 33% belong to high-net-worth clients who have at least $1 million in assets. Benefit Financial Services Group performs a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fees vary depending on the type of financial services offered. However, fee types billed by Benefit Financial Services Group can include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1643 East Bethany Home Rd
Phoenix, AZ 85016

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Benefit Financial Services Group Brokerage Details

Total Assets Under Management

$976,966,481

AZ Average: $7,578,581,321
Total Number of Employees

32

AZ Average: 43
Total Number of Accounts

1,978

AZ Average: 3,727
Average Account Size

$493,916

AZ Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Thomas Steffanci Work History

Thomas has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Benefit Financial Services Group

2018 - Present (6 years)

Bfsg, LLC

2016 - 2016 (< 1 year)

Grand Canyon University

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Thomas Steffanci to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Benefit Financial Services Group

Kyle Nixon
Irvine, CA
Aksana Munoz
Irvine, CA
Mark Blom
Irvine, CA
Henry Vanbuskirk
Irvine, CA
Thomas Steffanci
Phoenix, AZ
Justin Nardo
Phoenix, AZ
Erin Schneider
Irvine, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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