BENNINGTON FINANCIAL PLANNING GROUP

Overview

Bennington Financial Planning Group operates as a corporation offering both brokerage and advisory services, with SEC registration effective in 2020 and ownership listed as individual. The firm focuses on financial planning and portfolio management for individuals and small businesses while also serving institutional clients. It acts as a registered representative of a broker-dealer, which shapes how it delivers advice and executes client transactions. Investment behavior is anchored in pooled public funds and mutual funds as the primary building blocks for client portfolios. The firm charges fees as a percentage of assets under management and also bills hourly for certain planning work. Bennington does not identify as an active ESG investor and is not organized as a multi-state adviser. It does not operate as a capital allocator or pension consultant, which suggests the firm sources external managers when clients need specialized strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices