Philip
Benedict

Benedict Financial Advisors, Inc

CRD#720561
Investment Advisor
in Atlanta, GA
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About this Advisor

Philip Benedict is a certified financial planner located in Atlanta, Georgia. Currently a registered investment advisor at Benedict Financial Advisors, Inc, they have gathered a notable 34 years of professional experience. Benedict holds Series 63 and Series 65 licenses, which designate the advisor as both a securities agent and an investment advisor representative. Benedict is registered to work with clients in Georgia, Michigan and Texas. Throughout their career, Benedict has worked at Benedict Financial Advisors, Inc and Lpl Financial LLC. Benedict Financial Advisors, Inc is headquartered in Atlanta, Georgia. In aggregate, Benedict Financial Advisors, Inc manages $254 million in assets throughout 571 accounts and employs six staff members. The firm's total assets under management places it among the mid-sized financial advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 16% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Benedict Financial Advisors, Inc offers financial planning services, portfolio management for individuals and small businesses and publication of newsletters. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

34 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

6000 Lake Forrest Drive Suite 550
Atlanta, GA 30328

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Benedict Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$240,417,585

GA Average: $3,570,121,308
Total Number of Employees

6

GA Average: 58
Total Number of Accounts

593

GA Average: 1,608
Average Account Size

$405,426

GA Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters

Philip Benedict Work History

Philip has 34 years of experience.

1996 - Present (23 years)

Benedict Financial Advisors, Inc

1984 - Present (35 years)

Lpl Financial LLC

Disclosures

Philip Benedict has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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