Bentley Financial Group

Overview

Bentley Financial Group is an independent registered investment adviser that provides financial planning and portfolio management primarily for individual and family clients. The firm is SEC-registered (registration year 2021) and is organized as a corporation under individual ownership. Its client-facing practice combines advisory services with broker-dealer representation, insurance brokerage, and accounting capabilities, which suggests an integrated approach to wealth planning and execution. Fee arrangements are flexible: Bentley charges a percentage of assets under management and also offers hourly and fixed-fee engagements, allowing for both ongoing asset-based relationships and project-based planning work. The firm does not position itself as a capital allocator; its business model centers on serving individuals, families and smaller business owners rather than institutional or pension clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices