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| Keyboard |
| Bennington Financial Planning Group
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|---|---|
| CRD # | 116302 |
| SEC # | 801-118801 |
| CIK # | |
| AUM | 281.5 M (2026-03-17) |
| Employees | 3 (100% Investors, 100% Brokers) |
| Phone | 802-447-1530 |
| Address | 207 West Main Street Bennington, VT 05201 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 256 | 94.4 |
| (b) Individuals (high net worth individuals) | 120 | 168.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 14.5 |
| (i) State or municipal government entities | 2 | 1.6 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 2.6 |
| (n) Other | 0 | 0.0 |
| Total | 758 | 281.5 |
| By Discretionary | ||
| Discretionary | 719 | 268.0 |
| Non-Discretionary | 39 | 13.5 |
| Total | 758 | 281.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 281.5 | |
| Total | 758 | 281.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Oaktree Advisors LLC
✚
|
PA | 282.8 M |
|
Carter Financial LLC
✚
|
CA | 282.3 M |
|
Founders Capital Management Inc
✚
|
TX | 281.8 M |
|
Creegan & Nassoura Financial Group LLC
✚
|
NH | 281.6 M |
|
Fortitude Financial LLC
✚
|
WA | 281.5 M |
|
GPM Growth Investors Inc
✚
|
MI | 281.3 M |
|
Miller Avenue Advisors LLC
✚
|
CA | 281.2 M |
|
Wilson & Boucher Capital Management LLC
✚
|
280.4 M | |
|
FF Advisors LLC
✚
|
CA | 280.3 M |
|
Timberchase Financial LLC
✚
|
AL | 280.2 M |