Kirk Arnold Palermo Masci

Benefit Financial Services Group

4 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

1643 E Bethany Home Road, Phoenix, AZ, 85016

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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

March 2022 - Present · 3 yrs 11 mos

Previous Registrations

Merrill Lynch, Pierce, Fenner & Smith Incorporated

December 2020 - February 2022 · 1 yr 2 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

November 2020 - February 2022 · 1 yr 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.