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BENEFIT FINANCIAL SERVICES GROUP

IRVINE, CA · CRD 143617 · IAPD ↗ · 949-955-2552

$1.54BRegulatory AUM
27Advisory reps
31Employees
99Clients
251-500Planning clients
0Private funds
20States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — BENEFIT FINANCIAL SERVICES GROUP reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
49
December 2025 — BENEFIT FINANCIAL SERVICES GROUP notice-filed in UT, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
30
April 2025 — BENEFIT FINANCIAL SERVICES GROUP changed its website from bfsg-az.com to bfsg.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
63
April 2025 — BENEFIT FINANCIAL SERVICES GROUP reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
January 2025 — BENEFIT FINANCIAL SERVICES GROUP notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
December 2024 — BENEFIT FINANCIAL SERVICES GROUP notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
May 2024 — BENEFIT FINANCIAL SERVICES GROUP notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
May 2024 — BENEFIT FINANCIAL SERVICES GROUP added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
49
April 2024 — BENEFIT FINANCIAL SERVICES GROUP notice-filed in IL, NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — BENEFIT FINANCIAL SERVICES GROUP added office(s): 1 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2024 — BENEFIT FINANCIAL SERVICES GROUP crossed $1B in regulatory AUM ($977.0M -> $1.15B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.