Benedict Financial Advisors, Inc.

Benedict Financial Advisors, Inc. (CRD# 116690) is a financial advisory firm headquartered in Atlanta, GA. They manage $194,617,393 in 525 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    195
    MILLION
  • Total Number of Accounts
    525
    ACCOUNTS
  • Average Account Value
    $370,700
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, MI, NC, SC, TX

Financial Advisors at Benedict Financial Advisors, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Mark A. Beaver
CRD#: 4509070
6000 Lake Forest Drive, Suite 550, Atlanta, GA 30328
96
Wealthminder
score

Mark Beaver (CRD# 4509070) is an Investment Advisor Representative working at Benedict Financial Advisors, Inc. in Atlanta, GA and has over 14 years of experience in the finance industry. Mark Beaver has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Travis M. James
CRD#: 4297837
6000 Lake Forrest Drive, Suite 550, Atlanta, GA 30328
96
Wealthminder
score

Travis James (CRD# 4297837) is an Investment Advisor Representative working at Benedict Financial Advisors, Inc. in Atlanta, GA and has over 13 years of experience in the finance industry. Travis James has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Ashley A. Thompson
CRD#: 5208583
6000 Lake Forrest Drive, Ste 550, Atlanta, GA 30328
96
Wealthminder
score

Ashley Thompson (CRD# 5208583) is an Investment Advisor Representative working at Benedict Financial Advisors, Inc. in Atlanta, GA and has over 9 years of experience in the finance industry. Ashley Thompson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Philip C. Benedict
CRD#: 720561
6000 Lake Forrest Drive, Suite 550, Atlanta, GA 30328
76
Wealthminder
score

Philip Benedict (CRD# 720561) is an Investment Advisor Representative working at Benedict Financial Advisors, Inc. in Atlanta, GA and has over 35 years of experience in the finance industry. Philip Benedict has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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