Gavin
Benbrook
San Luis Wealth Advisors
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About this Advisor
Gavin Benbrook is a financial advisor based in San Luis Obispo, California, working with San Luis Wealth Advisors. Gavin has previously held positions as a student, at Lululemon Athletica, Mindbody, Inc, and San Luis Wealth Advisors. Gavin has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Gavin is part of San Luis Wealth Advisors, which operates out of San Luis Obispo, California. The firm has one office and seven employees. The firm manages assets totaling $561.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at San Luis Wealth Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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San Luis Wealth Advisors Brokerage Details
$561,081,229
7
1,254
$447,433
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Gavin Benbrook Work History
San Luis Wealth Advisors
Mindbody, Inc
Lululemon Athletica
Student
Disclosures
Please visit the SEC profile of Gavin Benbrook 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 San Luis Wealth Advisors
San Luis Obispo, CA
San Luis Obispo, CA
San Luis Obispo, CA
San Luis Obispo, CA
San Luis Obispo, CA
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