Bank / Wealth / Trust

Updated:

My Perfect Financial Advisor

My Perfect Financial Advisor was founded in 2018 by Nicholas Stuller as a registered investment advisor and wealth manager based in Torrington, Connecticut.

My Perfect Financial Advisor logo

My Perfect Financial Advisor

My Perfect Financial Advisor was founded in 2018 by Nicholas Stuller as a registered investment advisor and wealth manager based in Torrington, Connecticut. The firm operates BenFi, a digital platform designed to match individuals and high-net-worth investors with financial advisors based on their stated needs, goals, and life situation. The platform's core premise addresses a perceived trust deficit in the industry — consumers can review advisor recommendations and initiate contact, but advisors cannot access consumer information or make unsolicited outreach. The firm's strategy is centered on acting as a neutral intermediary rather than an advice provider. BenFi's matching process delivers an initial recommended advisor and six alternate options ranked by fit. The platform does not manage client assets directly; it functions as a discovery layer for advisory relationships. Content on the gobenfi.Geographic coverage appears limited to the United States. Team scale, assets under management, and deployment figures are not publicly disclosed. As of May 2026, no adjacent vehicles, philanthropic foundations, or operating businesses beyond the BenFi platform are visible in available records. The firm's website lists contact information and a blog but no institutional leadership page or operational metrics. Structurally, My Perfect Financial Advisor differs from most wealth management platforms by refusing to monetize lead flow to advisors. This constraint — no advisor access to consumer data and no solicitation — creates an advisor-discovery model with an unusual alignment toward the consumer.

General information

Firm type

Bank / Wealth / Trust

Year founded

2018

Location

Region

North America

Country

United States

City

Torrington

Corporate office

Torrington, CT, United States

Principals

Nicholas Stuller

Contributing Writer

Peter Mastrantuono

Contributing Writer

Sector focus

FinTechWealthTech

Frequently asked questions

How does BenFi match consumers with advisors?

BenFi uses a questionnaire-driven algorithm to generate one primary recommendation and six ranked alternatives. The matching is based on a user's stated financial needs, goals, and life situation. Advisors on the platform are pre-vetted and do not receive any user contact information until the consumer initiates contact.

Does My Perfect Financial Advisor manage client assets directly?

No. The firm operates the BenFi platform as an intermediary for advisor discovery and does not appear to offer discretionary asset management services directly to consumers. Its website focuses on educational content about portfolio strategies rather than managed account solutions.

Who runs investment decisions at My Perfect Financial Advisor?

No single investment decision-maker is disclosed publicly. The firm's public-facing content is authored by contributors including Nicholas Stuller and Peter Mastrantuono, but there is no named CIO or chief investment strategist. The platform focuses on advisor matching, not proprietary investment management.

Profile maintained by 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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