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Hao My Ngo

Planning for your future is an investment in your financial well-being.

Capital Benchmark Partners, LLC
CEO & CCO

Atlanta

GA

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Other Portfolio Management

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Capital Benchmark Partners, LLC 4 years, 8 months Jan 2015 - Present
Jonathan Hind Financial Group 11 months Apr 2014 - Mar 2015
Anthony Bondoch & Associates, LLC 1 year, 5 months Oct 2013 - Mar 2015
Raymond James Financial Services, Inc 3 years, 5 months Nov 2011 - Apr 2015
Raymond James Financial Services Advisors Inc. 3 years, 5 months Nov 2011 - Apr 2015
Creative Financial Team, LLC 1 year, 11 months Nov 2011 - Oct 2013
Raymond James & Associates, Inc 1 year, 11 months Nov 2009 - Oct 2011

Designations & Memberships

  • National Association of Personal Financial Advisors
    Membership
    National Association of Personal Financial Advisors
    NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
  • XY Planning Network
    Membership
    XY Planning Network
    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Aug 5, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Aug 5, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Capital Benchmark Partners, LLC

Last updated on June 3, 2019
    • $6.7M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 139
      Accounts
    • $48.2K
      Estimated Average Account Balance

Fees

Fee Only Advisor
$
This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements