# Benchmark Financial

> Benchmark Financial is a state-registered investment advisory firm in Chesterbrook, PA, registered since 2003, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 127074
- Filed as: BENCHMARK FINANCIAL
- Legal name: Fennimore Advisory, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Chesterbrook, PA
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/127074
- AdvisorCensus page: https://advisorcensus.com/firm/benchmark-financial-chesterbrook-pa-127074

## Quick answers

**How is Benchmark Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Benchmark Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Benchmark Financial located?**
Benchmark Financial's principal office is in Chesterbrook, PA, according to its Form ADV.

**Is Benchmark Financial registered with the SEC or a state?**
Benchmark Financial is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 127074.

**How much does Benchmark Financial manage?**
Benchmark Financial reports $108,441,784 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (92% discretionary).

**What types of clients does Benchmark Financial serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (36); individuals (other than high net worth individuals) (26); corporations or other businesses not listed above (1).

**Does Benchmark Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/127074

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $108,441,784
- Discretionary: $99,772,977
- Non-discretionary: $8,668,807

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 26 | $9,840,078 |
| High net worth individuals | 36 | $98,506,739 |
| Corporations or other businesses not listed above | 1 | $94,967 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2003 (23 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- benchmarkfn.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Benchmark Financial (CRD 127074): Form ADV filing data as of October 2026.