KCM Investment Advisors
45yrs
Top advisor by experience in Greenbrae
38yrs
Guy Benstead is a fiduciary financial advisor in Greenbrae, California, with 38 years in the industry. After two years at Shelton Capital Management and two years at Cedar Ridge Partners, Guy joined KCM Investment Advisors in 2026, a firm offering financial planning, investment management, and retirement plan consulting. KCM Investment Advisors reports being paid through a percentage of assets.
One of 40 advisors with offices in Greenbrae, and one of 36 fiduciaries.
At a glance
Experience38 years (since 1989)
How that compares ?Top 5% by experience in California
Office300 Drakes Landing Road Suite 210, Greenbrae, CA 94904
How the firm is paid ?Percent of assets
Typical client at the firm ?$3.57 million
Advisors at the firm7
States licensed ?1 state
Services through KCM Investment Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2026 – nowKCM Investment AdvisorsCurrent firm
- Feb 2019 – Jan 2021Shelton Capital ManagementPreviously
- 2016 – 2019Cedar Ridge Partners, LLCPreviously
Contact Guy
(415) 461-7788KCM Investment Advisors main office 300 Drakes Landing Road Suite 210Greenbrae, CA 94904Office · Get directions Firm websitewww.kcmadvisors.com
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Questions to ask Guy
Tailored to Guy’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Guy
How do I contact Guy?
Call KCM Investment Advisors at (415) 461-7788 and ask for Guy Benstead. Guy works from the Greenbrae, CA office.
How long has Guy been a financial advisor?
Guy has been in the industry since 1989, about 38 years. Top 5% by experience in California.
What licenses does Guy hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Guy a fiduciary?
Guy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Guy paid?
KCM Investment Advisors reports being paid by a percentage of the assets they manage. Ask Guy for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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