ChooseAFinancialAdvisor.com
Advisors / Indiana / Greenwood
5yrs

Kyle Benham

Financial advisor at Benham Advisory Group

Kyle Benham is a fiduciary financial advisor in Greenwood, Indiana, with 5 years in the industry. Kyle joined Benham Advisory Group in 2024, after three years at Integrity Alliance. Benham Advisory Group offers financial planning and investment management and is paid through a percentage of assets and hourly fees.

One of 125 advisors with offices in Greenwood, and one of 120 fiduciaries.

Greenwood, IN 46142Fiduciary advisorFee-only firm
Call the officeDirections

At a glance

Experience5 years (since 2021)
How that compares ?5 years in the industry
Office3147w Smith Valley Road Suite E, Greenwood, IN 46142
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$273,551
Advisors at the firm2
States licensed ?1 state

Services through Benham Advisory Group

Financial planningInvestment management for individuals and small businesses

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 65Uniform Investment Adviser Law Examination

Career

  1. Oct 2024 – now
  2. 2021 – 2024

Questions to ask Kyle

Tailored to Kyle’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Kyle

How do I contact Kyle?

Call Benham Advisory Group at (317) 300-1674 and ask for Kyle Benham. Kyle works from the Greenwood, IN office.

How long has Kyle been a financial advisor?

Kyle has been in the industry since 2021, about 5 years. 5 years in the industry.

What licenses does Kyle hold?

Series 65. Tap any license on this page to see what it allows.

Is Kyle a fiduciary?

Kyle is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Kyle paid?

Benham Advisory Group reports being paid by a percentage of the assets they manage, hourly fees. Ask Kyle 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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