MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
SEC RegisteredNavigating the Complexities of Your Financial Journey, Together
About the firm
Measured Wealth is a boutique financial advisory firm founded with the mission of helping individuals, families, and small businesses achieve their financial goals. For over 20 years, the firm has been committed to providing attentive, personalized service with a long-term approach to wealth management. The firm is led by Founder and President Edward H. Benway and is known for its integrity, transparency, and disciplined investment philosophy.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Measured Wealth offers risk management, retirement planning, portfolio management, insurance planning, tax planning, goal planning, legacy planning, and education savings planning.
Who they serve
Individuals, families, small business owners, pre-retirees, and retirees
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 502 | $133M |
| High Net Worth Individuals | 131 | $364M |
| Charitable Organizations | 4 | $31M |
2 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
10 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.25% |
| Next $2,000,000 | 1.00% |
| Next $4,000,000 | 0.85% |
| Next $3,000,000 | 0.75% |
| Balance | 0.60% |
Data as of March 31, 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. MEASURED WEALTH PRIVATE CLIENT GROUP, LLC 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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