Joel
Bengds

Hsc Wealth Advisors

CRD#5096901
Investment Advisor
in Forest, VA

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About this Advisor

Joel Bengds is a certified financial planner who works in Forest, Virginia who has 17 years of industry experience. Bengds is currently employed by Hsc Wealth Advisors. They have spent their whole career at Hsc Wealth Advisors. Bengds has a Series 65 license, qualifying them as an investment advisor representative, and is approved to advise clients in Virginia. Hsc Wealth Advisors is an advisory firm that has its headquarters in Forest, VA. It has $304 million in assets among its 1,634 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm advises 16 charities and foundations. Of its 1,634 customer accounts, 25% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Hsc Wealth Advisors provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors largely vary depending on which service is provided. However, fee types billed by Hsc Wealth Advisors most likely consist of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1563 Crossings Centre Drive Suite 100
Forest, VA 24551-4744

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Hsc Wealth Advisors Brokerage Details

Total Assets Under Management

$303,682,934

VA Average: $1,835,309,194
Total Number of Employees

8

VA Average: 32
Total Number of Accounts

1,634

VA Average: 1,458
Average Account Size

$185,852

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Joel Bengds Work History

Joel has been registered as a financial advisor for 17 years.*

2005 - Present (19 years)

Hsc Wealth Advisors

*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 Joel Bengds 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 Hsc Wealth Advisors

Tamara Acree
Forest, VA
Joseph Eskridge
Forest, VA
Madison Lorentzen
Forest, VA
Stacie Rhodes
Forest, VA
Emily Eshleman
Forest, VA
Justin Victor
Forest, VA
Brian Devers
Forest, VA
Joel Bengds
Forest, VA

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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