Company Information

Get to know Benchmark Financial Planning

Founded in 1993, Benchmark Financial Planning, Inc. is a registered investment adviser that provides comprehensive financial planning and investment management services. The firm operates on a fee-only basis, meaning it is compensated solely by its clients and does not accept commissions or other payments from product providers. As a fiduciary, Benchmark Financial Planning is legally obligated to act in the best interests of its clients, offering personalized and objective guidance on retirement, estate planning, investment strategy, and other financial goals for individuals, families, and business owners.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Benchmark Financial Planning

United Kingdom

Founded in

1993 (33 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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ASIC

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.