Brian Mckenna
Brian Mckenna is a CFP-designated registered investment advisor at Bennington Financial Planning Group, based in Bennington, VT, with 19 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 359 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
All fees are negotiable.
Fee Estimator
Location
207 West Main Street, Bennington, VT, 05201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Brian is a financial advisor with D.B. McKenna & Co. and Bennington Financial Planning Group, splitting his time equally between the two. He is also a member of the Bennington Redevelopment Group LLC and provides tax preparation services.
Employment History
Current Registrations
Bennington Financial Planning Group
D. B. Mckenna & CO., INC.
D. B. Mckenna & CO., INC.Broker
State Registrations18 states
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