Walt
Benson

Zanetti Financial, LLC

CRD#7459557
Investment Advisor
in Albuquerque, NM

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Walt Benson is a financial advisor based in Albuquerque, New Mexico, working with Zanetti Financial, LLC. Walt has previously held positions at Walt Benson Consulting, Footprints Home Care, Us Eagle Federal Credit Union, and Zanetti Financial, LLC. Walt has passed the Series 65 regulatory exam and is registered to provide services in New Mexico. Currently, Walt is part of Zanetti Financial, LLC, which operates out of Albuquerque, New Mexico. The firm has 2 employees and manages assets totaling $276.4 million. The firm serves high-net-worth clients and offers portfolio management for individuals and small businesses. The fee structure at Zanetti Financial, LLC includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

5130 San Francisco Rd Ne Suite A
Albuquerque, NM 87109

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Zanetti Financial, LLC Brokerage Details

Total Assets Under Management

$276,399,990

NM Average: $3,612,835,751
Total Number of Employees

2

NM Average: 18
Total Number of Accounts

712

NM Average: 517
Average Account Size

$388,202

NM Average: $6,988,077

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Walt Benson Work History

2021 - Present (3 years)

Zanetti Financial, LLC

2018 - 2021 (3 years)

Walt Benson Consulting

2015 - 2018 (3 years)

Footprints Home Care

2005 - 2015 (10 years)

Us Eagle Federal Credit Union

Disclosures

Please visit the SEC profile of Walt Benson 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 Zanetti Financial, LLC

Gregory Zanetti
Albuquerque, NM
Walt Benson
Albuquerque, NM

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started