Bennett Christopher Long

8 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningDivorce Planning

Fas Wealth Partners, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

22 advisors

Number of Clients

1,503 clients

Average Client Portfolio

$2.1M average

Assets Under Management

$3.1B

Fee Structure

Financial Planning:Included in AUM fee

Minimum Annual Fee:$5,000

Location

4707 Executive Dr, San Diego, CA, 92121-3091

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.

Other Business Activities

Bennett operates Horizon Capital Advisors as a DBA for his LPL business, dedicating full-time hours to it. He also has a loan with his parents, which is not investment-related and requires minimal time.