Bennington Financial Planning Group creates personalized investment portfolios and financial plans based on each client's specific goals, time horizon, and risk tolerance. Bennington Financial Planning Group builds custom portfolios using stocks, bonds, mutual funds, exchange-traded funds, and other securities, with regular ongoing portfolio monitoring. In addition to investment management, Bennington Financial Planning Group offers standalone financial planning services billed at an hourly rate, covering topics like retirement, taxes, insurance, and college savings. The firm works with individuals, trusts, estates, charitable organizations, and businesses.
Assets Under Management$280M
Clients386
Advisors3
Avg. per Client$730K
Avg. per Advisor$94M
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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