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Bennington Financial Planning Group
Bennington Financial Planning Group is an SEC-registered investment adviser in Bennington, VT, registered since 2020. The firm manages $281 million in assets,...
Overview
Bennington Financial Planning Group is an SEC-registered investment adviser in Bennington, VT, registered since 2020. The firm manages $281 million in assets, with $268 million on a discretionary basis. It employs 3 people, including 3 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2020
Location
Region
North America
Country
United States
City
Bennington
Corporate office
Bennington, VT, United States
Frequently asked questions
Is Bennington Financial Planning Group a fiduciary?
As a registered investment adviser operating in Vermont, the firm is held to a fiduciary standard under the Investment Advisers Act of 1940, requiring it to act in the best interests of its clients. The specific language of the firm's Form ADV, including any disclosures around conflicts of interest, is a matter of public record with the SEC. Clients should confirm the firm's current regulatory standing and disciplinary history at adviserinfo.sec.gov.
How does the firm structure its investment portfolios?
Based on its classification as a financial planning group rather than a bespoke hedge fund or private-equity shop, the firm almost certainly builds portfolios from publicly traded securities — mutual funds, ETFs, individual stocks, and bonds — allocated across asset classes matched to each client's financial plan. The firm does not operate in-house proprietary funds, nor does it appear to manage private-placement or direct-investment vehicles.
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