Joshua
Benet

Commonwealth Financial Network

CRD#4623754
Investment Advisor
in Needham Heights, MA

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About this Advisor

Joshua Benet is a certified financial planner operating out of Needham Heights, Massachusetts with a total of 14 years of relevant experience. Benet is an advisor for Commonwealth Financial Network. During their career, the advisor has held roles at Commonwealth Financial Network and Harvest Wealth Management. Benet holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Massachusetts. Commonwealth Financial Network is a financial advisory firm that has its headquarters in Waltham, MA. The company has offices in 1,759 locations and a total of 4,300 people on staff. It oversees $146 billion in assets under management among its 585,629 client accounts, placing it among the largest firms in the United States by assets under management. The firm provides financial advisory services to 2,108 charitable organizations. Of its 585,629 client accounts, just 4% are held by high-net-worth individuals who have greater than $1 million in investable assets. Commonwealth Financial Network performs a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fees largely depend on which service is provided. Fees billed by Commonwealth Financial Network can consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

75 Second Avenue Suite 420
Needham Heights, MA 02494

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

MA Average: $16,012,751,954
Total Number of Employees

4,300

MA Average: 118
Total Number of Accounts

585,629

MA Average: 4,567
Average Account Size

$249,965

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Joshua Benet Work History

Joshua has been registered as a financial advisor for 14 years.*

2018 - Present (6 years)

Commonwealth Financial Network

2009 - Present (15 years)

Harvest Wealth Management

2009 - 2017 (8 years)

Commonwealth Financial Network

*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 Joshua Benet 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 Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Erin Dicarlo
Wilmington, MA
Alejandro Biagiotti
Bedford, NH
Laura Clem
San Diego, CA
Mark Kutzke
Rochester, MN
Shelby Trinkino
Littleton, CO
Stephanni Sharp
San Diego, CA
Tyler Price
Kennewick, WA

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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