Milo Benningfield

J.D., CFP®

Benningfield Financial Advisors

Founder

Contact Me

Milo Benningfield

J.D., CFP®

Benningfield Financial Advisors

Founder

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Milo Benningfield, J.D., CFP®

Contact Me

415-561-6688

Website

Benningfield Financial Advisors is an independent, fee-only financial advisory firm based in San Francisco. Combining investment management with broad financial planning, we help individuals and families develop an inspiring vision of their financial future and a realistic strategy to achieve it.

Meet Milo Benningfield

Milo Benningfield is a San Francisco, CA fee-only financial planner. Benningfield Financial Advisors provides comprehensive financial planning and advice to help clients get organized and take action toward their financial goals. As a fee-only, fiduciary, and independent financial advisor, Milo Benningfield is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank.

Milo Benningfield is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Milo Benningfield is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Milo Benningfield

415-561-6688

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Office Locations:

  • 3701 Sacramento Street
    #392
    San Francisco, CA 94118

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