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 based in Atlanta, Georgia with a total of 19 years of relevant experience. Benedict is an advisor for Benedict Financial Advisors, Inc. Over the course of their career, Benedict has held roles at Lpl Financial LLC and Benedict Financial Advisors, Inc. Benedict maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Georgia, Michigan and Texas. Benedict Financial Advisors, Inc is an advisory firm based in Atlanta, GA. The company has a total of eight people on staff. It has $407 million in assets under management across its 748 client accounts, placing it among the bigger investment advisory firms in the United States by assets under management. The firm serves four charitable organizations. Of its 748 accounts, 45% belong to high-net-worth investors who have more than $1 million in investable assets. The company has a set of services, such as financial planning services, portfolio management for individuals and small businesses and publication of newsletters. A financial advisor's fee schedules are based on the type of financial services provided. However, fee types charged by Benedict Financial Advisors, Inc can be comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

19 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

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

$406,514,127

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

8

GA Average: 58
Total Number of Accounts

748

GA Average: 1,608
Average Account Size

$543,468

GA Average: $2,220,225

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 been registered as a financial advisor for 19 years.*

1996 - Present (28 years)

Benedict Financial Advisors, Inc

1984 - Present (40 years)

Lpl Financial LLC

*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 Philip Benedict 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 Benedict Financial Advisors, Inc

Robert Hamill
Atlanta, GA
Ashley Thompson
Atlanta, GA
Mark Beaver
Atlanta, GA
Travis James
Atlanta, GA
James Senkbeil
Atlanta, GA
Philip Benedict
Atlanta, GA

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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