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Federal Benefits Advisors
FEDERAL BENEFITS ADVISORS is an SEC-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 an SEC-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.
Does Federal Benefits Advisors manage assets directly or provide advice only?
The firm is structured as an RIA, which suggests a fiduciary standard. Its services likely include financial planning and investment advisory. No public evidence indicates it manages assets through separately managed accounts or pooled funds. Its value proposition appears to be consultative rather than asset-gathering.
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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