Wealth Benefit Advisors, LLC

Wealth Benefit Advisors, LLC is a Registered Investment Adviser based in Houston, Texas, established in April 2022. The firm offers tailored investment advisory services to individuals and high net worth individuals, with no minimum account size requirement. Services include asset allocation strategies, investment product recommendations, and written investment strategies. Clients have the option to impose restrictions on investments. Wealth Benefit Advisors provides discretionary and non-discretionary investment advisory services through managed account programs, with a comprehensive single fee structure. The firm also offers company-sponsored retirement plan consulting services, acting as a 3(21) fiduciary adviser. As of December 31, 2024, the firm had Discretionary AUM of $269,974,078 and Non-Discretionary AUM of $37,017,227. Fees are charged quarterly in advance based on asset size, with annual fees up to 1.70%. Clients may terminate services within five business days without penalty. Wealth Benefit Advisors does not charge performance-based fees, has no minimum account size requirement, and incorporates various investment strategies such as asset allocation, dollar-cost averaging, technical analysis, and long-term and short-term purchases. Clients are encouraged to consult with a tax professional and should be prepared for investment risks. The firm does not compensate for client referrals, has no disciplinary events in the past ten years, and does not have physical custody of client funds. Clients can grant discretionary authority over their accounts, and the firm does not vote proxies on behalf of clients.