Henry Joseph Vanbuskirk

CFP

Benefit Financial Services Group

10 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningDivorce Planning

Benefit Financial Services Group

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

25 advisors

Number of Clients

849 clients

Average Client Portfolio

$1.5M average

Assets Under Management

$1.3B

Fee Structure

Financial Planning:Included in AUM fee

Minimum Annual Fee:$5,500

Location

2040 Main Street, Suite 720, Irvine, CA, 92614

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Benefit Financial Services Group

July 2022 - Present · 3 yrs 7 mos

Previous Registrations

Cetera Investment Advisers LLC

July 2021 - July 2022 · 1 yr

Cetera Financial Specialists LLCBroker

June 2021 - July 2022 · 1 yr 1 mo

Avantax Advisory Services

November 2019 - July 2021 · 1 yr 8 mos

Avantax Investment Services, INC.Broker

December 2014 - July 2021 · 6 yrs 7 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.