BENJAMINS MONEY

Overview

Benjamins Money is a small independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm also operates as an insurance broker, which appears to shape its product mix and client solutions. Its business model is fee-based (percentage of AUM) with other fee arrangements possible, and it reports no active ESG investing program. Benjamins Money does not act as a capital allocator or pension consultant and is not registered as a multi-state adviser. The adviser’s client base is concentrated and client-advisory work is hands-on: with only a handful of clients, service delivery is likely customized and relationship-driven. The firm’s SEC registration in 2024 places it among newer SEC-registered RIAs, but its filings indicate ongoing advisory and insurance activity rather than running pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices