Retirement Benchmark, LLC

Retirement Benchmark, LLC (CRD# 147640) is a financial advisory firm headquartered in Overland Park, KS. They manage $9,628,462 in 7 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $1,375,495
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
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.

CA, KS, MO

Financial Advisors at Retirement Benchmark, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Robin D. Brewton
CRD#: 5759919
7015 College Blvd., Suite 725, Overland Park, KS 66211
93
Wealthminder
score

Robin Brewton (CRD# 5759919) is an Investment Advisor Representative working at Retirement Benchmark, LLC in Overland Park, KS and has over 6 years of experience in the finance industry.

2
William H. Meyer
CRD#: 2167251
7015 College Blvd., Suite 725, Overland Park, KS 66211
93
Wealthminder
score

William Meyer (CRD# 2167251) is an Investment Advisor Representative working at Retirement Benchmark, LLC in Overland Park, KS and has over 25 years of experience in the finance industry.

3
William Reichenstein
CRD#: 6604151
Waco, TX
90
Wealthminder
score

William Reichenstein (CRD# 6604151) is an Investment Advisor Representative working at Retirement Benchmark, LLC in Waco, TX and has 1 year of experience in the finance industry.

4
Diane M. Wilson
CRD#: 6604153
7015 College Blvd., Suite 725, Overland Park, KS 66211
90
Wealthminder
score

Diane Wilson (CRD# 6604153) is an Investment Advisor Representative working at Retirement Benchmark, LLC in Overland Park, KS and has 1 year of experience in the finance industry. Diane Wilson 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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