firm profile
Bennington Financial Planning Group
Overview
Bennington Financial Planning Group is an SEC registered investment adviser based in Bennington, VT, registered since 1995. It reports $281M in assets under management across 758 accounts, with 3 employees. It has 3 investment adviser representatives.
- Reported AUM
- $281M
- Discretionary
- 95%
- Accounts
- 758
- Average account
- $371K
- Employees
- 3
- Advisory reps
- 3
- Registered since
- 1995
- Jurisdictions
- 7
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Hourly Charges and Percentage of Assets
Executive officers 3 of 3
- Donald Brian McKenna President CRD 1038606
- Brian Donald McKenna Chief Compliance Officer CRD 5250645
- Michael Sean McKenna Vice President CRD 2515866
Advisory reps 3 of 3
- Brian D Mckenna Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5250645
- Donald Brian Mckenna Registered Rep · Investment Adviser Rep CRD 1038606
- Michael Sean Mckenna Registered Rep · Investment Adviser Rep CRD 2515866
Location
- Headquarters
- 207 Main St
Bennington, VT 05201 - County
- Bennington
- Metro area
- Bennington, VT
- Region
- Northeast
Registrations
- SEC registered
- Registered in 7 jurisdictions
Every state, with registration dates
Similar firms near Bennington
- Manchester Capital Management LLCManchester, VT$2.8B AUM
- Hutner Capital Management Inc.Manchester, VT$271M AUM
- Williams Financial, LLCNorth Bennington, VT$21M AUM
- Equinox Financial Advisors, Inc.Manchester Center, VT$111M AUM
- HWC FinancialManchester Center, VT$60.4M AUM
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