Oakbourne Advisors
43yrs
Top advisor by experience in Berkeley Heights
15yrs
Stephen Bene
Financial advisor at Simplicity Wealth
Stephen Bene is a fiduciary financial advisor in Berkeley Heights, New Jersey, with 15 years in the industry. After two years at Prosperity Capital Advisors and five years at M Holdings Securities, Stephen joined Simplicity Wealth in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Simplicity Wealth reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 47 advisors with offices in Berkeley Heights, and one of 46 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 62% of advisors at Simplicity Wealth
Office200 Connell Dr Suite 100, Berkeley Heights, NJ 07922
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$202,617
Advisors at the firm203
States licensed ?1 state
Services through Simplicity Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
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.
Series 66Uniform Combined State Law Examination
Career
- May 2025 – nowSimplicity WealthCurrent firm
- Nov 2023 – May 2025Prosperity Capital AdvisorsPreviously
- 2019 – 2024M Holdings Securities, Inc.Previously
- 2015 – 2019MML Investors Services, LLCPreviously
- 2011 – 2014MerrillPreviously
Contact Stephen
(844) 220-8326Firm headquarters in Summit, NJ. Ask for Stephen. 200 Connell Dr Suite 100Berkeley Heights, NJ 07922Office · Get directions Facebook pageSimplicity Wealth
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Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Stephen
How do I contact Stephen?
Call Simplicity Wealth at (844) 220-8326 and ask for Stephen Bene. Stephen works from the Berkeley Heights, NJ office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 2011, about 15 years. More experience than 62% of advisors at Simplicity Wealth.
What licenses does Stephen hold?
Series 66. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
Simplicity Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Stephen 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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