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Financial planning in Bellevue, WA

SEC registeredNo commissions reported

Call (425) 452-1222Send a messageMap ↗

Public-record details

Address
10900 Ne 8th Street, 15th Floor - Suite 1550, Bellevue, WA 98004
Phone
(425) 452-1222
Listed under
Financial planning, Flat / fixed fees, % of assets managed, Retirement plan consulting
Legal name
Bensler, LLC
CRD number
310849
Registration
SEC registered since 2020-11-09
Compensation (Form ADV 5.E)
Percentage of assets under management; Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Pension consulting; Educational seminars/workshops
Regulatory assets under management
$1.9 billion
Accounts managed
4,107
Clients reported (Form ADV 5.D)
2,493
Individual / high-net-worth clients
1,315 / 1,110
Employees
46
Other business activities (Form ADV 6.A)
Also active as: insurance broker or agent
Disclosures reported on Form ADV
Yes — see IAPD for details
Latest Form ADV filing
2026-06-30

SEC registered investment adviser, CRD 310849, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. A “Yes” for disclosures is a public-record fact from Form ADV Item 11; it can relate to the firm or its advisory affiliates, can be old, and does not by itself describe the outcome. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Bellevue

Aletheian Wealth Advisors LLC777 108th Ave Ne, Suite 2250 · Bellevue, WA 98004 · (425) 458-2840 · Financial planningCRD 304623 · % of assets, Fixed fees · $412.5 million AUMSEC registeredNo commissions reportedAsset One Wealth Management, LLC11201 Se 8th Street, Suite 105 · Bellevue, WA 98004 · (425) 504-8200 · Financial planningCRD 336350 · % of assets · $982.5 million AUMSEC registeredNo commissions reportedAsymmetric Advantage Capital Management, LLC40 Lake Bellevue, Suite 100 · Bellevue, WA 98005 · (425) 829-5395 · Financial planningCRD 157549 · % of assets, Hourly charges, Fixed fees · $51.4 million AUMState registeredNo commissions reportedAuxano Advisors10900 Ne 4th Street, Suite 1950 · Bellevue, WA 98004 · (425) 889-1261 · Financial planningCRD 145179 · % of assets · $1.8 billion AUMSEC registeredNo commissions reportedAvier Wealth Advisors10655 Ne 4th Street, Suite 500 · Bellevue, WA 98004 · (425) 467-1011 · Financial planningCRD 161077 · % of assets · $1.2 billion AUMSEC registeredNo commissions reportedAviso Wealth Management11900 Ne 1st St, Suite 300 · Bellevue, WA 98005 · (877) 633-1210 · Financial planningCRD 108146 · % of assets, Hourly charges, Fixed fees · $621.3 million AUMSEC registeredNo commissions reportedB3 Wealth Strategies11245 Se 6th Street, Building B, Suite 120 · Bellevue, WA 98004 · (425) 974-1145 · % of assets managedCRD 300689 · % of assets · $35.8 million AUMSEC registeredNo commissions reportedBasecamp Wealth Advisors, LLC10900 Ne 8th Street, #1620 · Bellevue, WA 98004 · (425) 553-0031 · Financial planningCRD 334018 · % of assets, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reported

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