Dakota
Dakota
Book a Demo
Talk to an Expert

Benningfield Financial Advisors, LLC

EST. AUM
$284,296,156

CONTACTS

CLIENT ACCOUNTS
322

Firm Details

Metro area San Francisco
CRD Number 134950
Website benningfieldadvisors.com
Client types

Overview

Benningfield Financial Advisors, LLC is an independent, fee-only registered investment adviser headquartered in San Francisco, California. Founded by Milo M. Benningfield (J.D., CFP®), the firm operates under a strict fiduciary standard, with compensation derived solely from transparent client fees to ensure unbiased advice. The firm specializes in high-net-worth wealth management, offering personalized Financial Life Planning that integrates discretionary portfolio management with tax optimization, insurance analysis, estate coordination, and Social Security planning. Its investment philosophy emphasizes global diversification, low costs, tax efficiency, and disciplined long-term portfolio positioning aligned with individual client objectives.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy