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BENNINGTON FINANCIAL PLANNING GROUP
CRD 116302 · SEC 801-118801
207 WEST MAIN STREET, BENNINGTON, VT, 05201, United States
Phone
802-447-1530
Fax
802-447-0034
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$281.5M
Discretionary AUM
$268.0M
Team
3 total employees; 3 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 256 | $94.4M |
| High net worth individuals | 120 | $168.4M |
| Charitable organizations | 6 | $14.5M |
| State/municipal entities | 2 | $1.6M |
| Corporations/business entities | 2 | $2.6M |
States served
VT, ME, MA, NY, NC, NH, FL
Official SEC filing: View on IAPD