Filip Telibasa is a CFP-designated registered investment advisor at Benzina Wealth, LLC, based in Sarasota, FL, with 15 years of industry experience. Filip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 36 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Benzina Wealth includes investment management services as part of its wealth management offering. There is no separate fee for investment management.
Contact
Filip Telibasa
Location
Sarasota, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Filip works as a 1099 consultant for Uprise, an advice-only financial planning firm, dedicating about half his time.
Employment History
Current Registrations
Benzina Wealth, LLC
Previous Registrations
Facet
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
UBS Financial Services INC.Broker
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Filip is a CERTIFIED FINANCIAL PLANNER™ with almost two decades of financial services experience. He started his career in the retail banking environment - first as a bank teller in high school before moving on to a banker role at JP Morgan Chase after graduating college. In this capacity, Filip educated and assisted a diverse mix of personal and business clients with core financial needs including banking, investments and lending.