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Federal Benefits Advisors
FEDERAL BENEFITS ADVISORS is a state-registered investment adviser with $3 million in regulatory assets under management. The firm has 1 employee and 1...
Federal Benefits Advisors
FEDERAL BENEFITS ADVISORS is a state-registered investment adviser with $3 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.
General information
Firm type
RIA
Location
Region
North America
Frequently asked questions
What types of clients does Federal Benefits Advisors typically serve?
The firm focuses on federal employees and retirees. Clients include current government workers planning for retirement, as well as annuitants managing TSP distributions and Social Security election timing. The practice does not appear to serve institutional investors or high-net-worth families outside the federal workforce.
What is the TSP, and how does the firm assist with it?
The Thrift Savings Plan is a defined-contribution plan for US federal employees. Federal Benefits Advisors advises on TSP asset allocation, withdrawal sequencing, and rollover decisions. This includes optimizing the G Fund, bond, and equity options based on an individual's risk tolerance and retirement timeline.
Is Federal Benefits Advisors affiliated with any government agency?
No. The firm operates as an independent private advisory practice. It is not an agency, branch, or contractor of the US federal government. Its expertise in federal benefits regulations is earned through study and experience, not institutional affiliation.
Where can I find Federal Benefits Advisors' Form ADV?
The SEC Investment Adviser Public Disclosure Database (IAPD) lists all registered RIAs. A search for 'Federal Benefits Advisors' should yield their most recent ADV Part 1 and Part 2. This document discloses fees, conflicts of interest, disciplinary history, and business practices.
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