BENTHAM WEALTH ADVISORS
SEC RegisteredFinancial Planning for pre-retirees and retirees who are age 50+.
About the firm
Bentham Wealth is a fee-only fiduciary financial planning firm serving pre-retirees and retirees age 50+, with expertise in serving retirees, college professors, and NYS teachers. The firm is led by CFP® professionals and never earns commissions or sells products.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Money coaching, financial coordination, goal planning, investment planning, retirement planning, insurance review, education planning, spending plan/budgeting, debt management, tax planning, employee benefit review, estate planning, social security planning.
Who they serve
Pre-retirees and retirees who are age 50+, with particular expertise serving retirees, college professors, and NYS teachers.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 195 | $50M |
| High Net Worth Individuals | 23 | $58M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2,500,000 | 1.25% |
| $2,500,001 - $5,000,000 | 1.00% |
| $5,000,001 and Above | 0.00% |
Data as of March 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BENTHAM WEALTH ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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