Bradley Bennett is a registered investment advisor at Venture Financial Advisors, LLC, based in Honey Brook, PA, with 4 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 12 clients with $1.6M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Venture Financial Advisors charges up to $2,500 per quarter (up to $10,000 annually) for financial planning services. The fee depends on the complexity of your situation and is billed after the quarter ends. Fees may be decreased at the firm's discretion.
Location
Honey Brook, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bradley is a senior partner at Venture CPAs, LLC, a certified public accounting firm, and also serves as the fiscal managing director for Child & Family Focus, Inc., a social services organization. Additionally, Bradley is the CFO and owner of Patriot Family Capital LLC, a real estate investment firm, and the CFO of GEMC2 LLC, a consumer goods company.
Employment History
Current Registrations
Venture Financial Advisors, LLC
State Registrations1 state
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