Bennington Financial Planning Group
● SEC registered since 2020CRD 116302SEC# 801-118801Bennington, VT
Reg. AUM
$281.5M
Employees
3
Accounts
758
Location
Bennington, VT
Bennington Financial Planning Group assets under management
Bennington Financial Planning Group operates as an SEC-registered investment adviser based in Bennington, VT. The firm has been registered since 2020. It reports $281.5 million in regulatory assets under management and employs 3 people.
Bennington Financial Planning Group owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Donald McKenna Control | Chief Compliance Officer | Under 5% | 2020 |
| Donald Brian McKenna Control | President | Over 75% | 1995 |
| Michael Sean McKenna Control | Vice President | Under 5% | 1995 |
Frequently asked questions
How much does Bennington Financial Planning Group manage?
Bennington Financial Planning Group reports $281.5 million in regulatory assets under management on its Form ADV.
How many employees does Bennington Financial Planning Group have?
Bennington Financial Planning Group reports 3 employees.
Where is Bennington Financial Planning Group located?
Bennington Financial Planning Group is based in Bennington, VT and has been SEC-registered since 2020.
Does Bennington Financial Planning Group disclose fund performance?
Bennington Financial Planning Group is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 207 West Main Street, Bennington, VT 05201 |
| Phone | 802-447-1530 |
| Fax | 802-447-0034 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$281.5M▲ 53%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$281.5Mregulatory AUM
Discretionary $268MNon-discretionary $13.5M