Bennett Kaplan is a CFP-designated registered investment advisor at Great Path Planning, based in Charlotte, NC, with 6 years of industry experience. Bennett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 66 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Great Path Planning does not charge investment management fees based on a percentage of your portfolio. Instead, investment management is bundled into their ongoing comprehensive financial planning fee, which is a flat annual amount determined by your net worth and financial complexity. There is a minimum quarterly fee of $2,500 ($10,000 per year) for ongoing comprehensive services.
Location
Charlotte, NC
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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.
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Bennett is an employee of The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation.
Employment History
Current Registrations
Great Path Planning
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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