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How does the advisor help clients – Key Takeaways:
The Bendix Financial Group, Inc. offers a range of financial services to help clients achieve their financial goals. They have a team of experienced and knowledgeable advisors who provide personalized and comprehensive financial advice to individuals, families, and businesses.
Their services include financial planning, investment management, retirement planning, tax planning, estate planning, and insurance planning. They work closely with clients to identify their financial objectives and develop a customized plan to achieve them.
The Bendix Financial Group, Inc. believes in building long-term relationships with their clients and providing ongoing support and guidance to help them navigate through life’s financial challenges and uncertainties.
Facts and Insights
The Bendix Financial Group, Inc. has been in business for over 20 years, providing expert financial advice to clients. They have a team of 12 advisors, with a combined total of over 100 years of experience in the financial industry.
Their advisors are highly educated, with most of them holding advanced degrees and professional certifications such as CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Analyst® (CFA®).
Their client base includes individuals and families, as well as small and medium-sized businesses. The Bendix Financial Group, Inc. has a diverse client base, with clients from various industries and backgrounds.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 12 | Over 20 years |
*Data as of 2021. Source: SEC Form ADV.
Financial Services Offered
The Bendix Financial Group, Inc. offers a comprehensive range of financial services to address the various needs and goals of their clients. These services include:
- Financial planning
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
Client Types
The Bendix Financial Group, Inc. works with a diverse range of clients, including:
- Individuals and families
- Small and medium-sized businesses
- Retirees
- High net worth individuals
- Professionals
- Non-profit organizations
Fees & Compensation
The Bendix Financial Group, Inc. believes in transparency when it comes to fees and compensation. They offer fee-only financial planning and investment management services, which means they do not receive commissions or other forms of compensation from third parties.
Their fees are based on a percentage of assets under management, and they do not charge any additional fees for financial planning or other services.
Background
The Bendix Financial Group, Inc. was founded in 1998 by John Bendix, a seasoned financial advisor with over 30 years of experience in the industry. He wanted to create a firm that would prioritize the needs and goals of clients, rather than focus on sales and commissions.
Today, the firm is known for its ethical practices, personalized approach, and commitment to helping clients achieve financial success.
Financial Advisor Disclosures to Know
The Bendix Financial Group, Inc. is registered with the Securities and Exchange Commission (SEC) and is required to disclose any potential conflicts of interest to their clients. They have a strict code of ethics and adhere to all industry regulations and standards.
Clients can also access their advisors’ Form ADV, which contains important information about their background, education, experience, and any disciplinary history.