← Directory
BENNINGTON FINANCIAL PLANNING GROUP
CRD 116302File 801-118801
APPROVED
Retail clients
Filing as of Mar 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$281.5M
Below cohort median (national)
Discretionary AUM
$268.0M
Non-discretionary $13.5M
Clients
386
758 accounts
Employees
3
Below cohort median in VT
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- May 27, 2020
- Principal office
- 207 WEST MAIN STREET, BENNINGTON, VT, 05201
- Phone
- 802-447-1530
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $281.5M
- Discretionary AUM
- $268.0M
- Non-discretionary AUM
- $13.5M
- Discretionary accounts
- 719
- Non-discretionary accounts
- 39
- Total accounts
- 758
- AUM per client
- $729K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.6M |
| Charitable organizations | 6 | $14.5M |
| High net worth individuals | 120 | $168.4M |
| State or municipal government entities | Fewer than 5 | $1.6M |
| Individuals (other than high net worth individuals) | 256 | $94.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.