Wealth Manager
    SEC Registered
    Manages Private Funds

    Bennington Financial Planning Group

    Registered investment advisor · Bennington, Vermont · CRD #116302

    Assets Under Management
    $281M
    Client Accounts
    758
    Employees
    3
    CRD Number
    116302
    Registration
    SEC Registered
    Custodian
    Raymond James & Associates, Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Bennington Financial Planning Group

    Bennington Financial Planning Group is a SEC-registered investment advisory firm headquartered in Bennington, Vermont, managing approximately $281M in regulatory assets across 758 client accounts. The firm's full regulatory record is filed with the SEC under CRD #116302.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Bennington Financial Planning Group

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    Frequently Asked Questions

    What is Bennington Financial Planning Group's AUM?

    Bennington Financial Planning Group reports approximately $281M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Bennington Financial Planning Group headquartered?

    Bennington Financial Planning Group is headquartered in Bennington, Vermont.

    What is Bennington Financial Planning Group's CRD number?

    Bennington Financial Planning Group's CRD number is 116302. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Bennington Financial Planning Group manage?

    Bennington Financial Planning Group manages approximately 758 client accounts according to its latest SEC filing.

    Is Bennington Financial Planning Group SEC registered?

    Yes, Bennington Financial Planning Group is registered with the SEC as an investment adviser with an approved registration status.

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