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Bradley William Bennett

Advisor at Venture Financial Advisors, LLC — Honey Brook, PA

Updated today

Credentials

Series 65

Experience

5 years

Location

Honey Brook, PA

Venture Financial Advisors, LLC logo

Venture Financial Advisors, LLC

Supported

Total advisors

2

Across 2 offices

Clients per advisor

8 Very Low

Avg AUM per client

$357,882 Low

HNW client ratio

44% High

About

Bradley Bennett is a financial advisor with Venture Financial Advisors, LLC and holds a Series 65 designation. He has five years of industry experience and prior work history includes roles at KPMG LLP and GEMC2 LLC. Bennett is also a senior partner at Venture CPAs, LLC, a certified public accounting firm, and serves as the fiscal managing director for Child & Family Focus, Inc., a social services and counseling organization. Venture Financial Advisors provides financial planning and investment advisory services to individuals, entrepreneurs, small businesses, and family offices. The firm employs a primarily passive, low-cost investment approach grounded in Modern Portfolio Theory, supplemented by tactical allocations and private investment opportunities for suitable clients.

Client services

Based on Venture Financial Advisors, LLC

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals

Expertise

Based on Venture Financial Advisors, LLC

Private / alternative investments Real estate investing Wealth management Charitable giving & philanthropy

Occupation focus

Based on Venture Financial Advisors, LLC

Founder/Business Owner Executive

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Fee options

Other

Minimum fee: Up to $2,500 per quarter ($10,000 annual), dependent on client complexity, possibly adjusted on a case-by-case basis Fee-only: Quarterly financial planning fees up to $2,500 per quarter, $10,000 annually, depending on complexity

Location

See office

Honey Brook, PA

Honey Brook PA

Advisors at this office

1

Most active in

Pennsylvania

Work history

5 years of industry experience

The Peacemaker Center, Inc.

2025 - Present • 1 year

Downingtown, PA

GEMC2 LLC

2024 - 2025 • 1 year

Avondale, PA

Venture Financial Advisors, LLC

2021 - Present • 5 years

Honey Brook, PA

Nelson Wire Rope Corporation

2019 - 2025 • 6 years

Hatfield, PA

Venture CPAs, LLC

2019 - Present • 7 years

Honey Brook, PA

Child & Family Focus, Inc.

2017 - Present • 9 years

Norristown, PA

KPMG LLP

2015 - 2017 • 2 years

Philadelphia, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Paul K

CFP®, ChFC®, Series 63, Series 65

East Fallowfield, PA

Altruistic Advisor LLC

Paul Kobilka is a CFP® and ChFC® with 12 years of industry experience. He is the principal advisor at Altruistic Advisor LLC, an independent firm he has been with since 2024. Prior to this, he worked at Brookstone Wealth Advisors, LLC and Mercer Global Advisors Inc. Paul has also owned and managed a rental property business since 1998. Altruistic Advisor LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm utilizes diversified, low-cost mutual funds and ETFs, applying fundamental and technical analysis along with artificial intelligence decision-support tools, and offers distinctive ERISA-focused retirement plan services.

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning
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Paul F

Series 63, Series 65

Birdsboro, PA

Paul Fair Associates, LLC

Paul Fair is the principal of Paul Fair Associates, LLC, an independent advisory firm, and holds Series 63 and Series 65 designations. He has 22 years of industry experience and has operated his own firm since 2000. In addition to advisory services, he is licensed to sell fixed insurance and fixed annuity products. Paul Fair Associates, LLC provides investment advisory services primarily to individuals and high-net-worth clients, offering managed accounts and one-time financial planning. The firm customizes asset allocation and investment strategies based on client objectives, risk tolerance, and time horizons, employing various approaches including discretionary and non-discretionary management.

Annuities
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Adam S

Series 65

Pottstown, PA

ACS Tax & Financial Advisors PC

Adam Snellbaker is a financial advisor at ACS Tax & Financial Advisors P.C. He holds a Series 65 designation and has over 13 years of experience, including a long tenure at Reinhart & Company CPAs before founding his independent advisory firm in 2026. ACS Tax & Financial Advisors, P.C. provides comprehensive financial planning, discretionary investment management, retirement planning, tax planning, and related consulting services to individuals, families, professionals, retirees, business owners, and trusts. The firm’s approach integrates tax planning with financial planning and investment management, using a long-term, passive investment strategy focused on diversification, asset allocation, and cost- and tax-efficiency.

General retirement planning Social Security optimization Charitable giving & philanthropy Tax-loss harvesting Business ownership considerations Retired
user avatar

Stephen E

CFP®, Series 63

Morgantown, PA

Elliker Financial

Stephen Elliker is a CFP®-credentialed financial advisor with five years of industry experience, currently serving clients through his independent firm, Elliker Financial. Before founding his firm in 2025, he worked at Rodgers & Associates, Ltd., The Vanguard Group, Inc., Compass Ion Advisors, LLC, and Chartwell Investment Partners. Outside of finance, he is co-owner of Elliker Cookie Company, where he manages scheduling, business development, and sales. Elliker Financial provides wealth management and financial planning services to individuals, high-net-worth households, and small businesses. The firm’s investment approach combines active and passive strategies based on modern portfolio theory and incorporates ESG portfolios, managing accounts on a discretionary basis tailored to clients’ risk tolerance and goals.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Kevin C

CFP®, ChFC®, Series 63, Series 65

Coatesville, PA

Buckler Wealth Management, LLC

Kevin Cornish is a CFP® and ChFC® with three years of experience in the financial industry. He is the principal advisor at Buckler Wealth Management, LLC, where he has worked since 2025. Prior to this, he managed Cornish Family Office Investments and Tax for over two decades. Buckler Wealth Management, LLC is a fee-only registered investment adviser serving individual and high-net-worth clients with investment management and comprehensive financial planning. The firm combines passive and active strategies based on modern portfolio theory and offers educational seminars, newsletters, and discretionary trading tailored to client needs, including socially conscious investment options.

College savings (529s, UTMA, etc.) Business ownership considerations Cash flow / budgeting General estate planning guidance
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Alexander E

Series 66

Coatesville, PA

Ace Wealth Management, llc

Alexander Eschborn is the sole advisor at Ace Wealth Management, LLC, an independent firm based in Coatesville, PA. He holds a Series 66 designation and has 18 years of industry experience. Since 2007, he has managed client portfolios at Ace Wealth Management and also holds a Pennsylvania insurance producer license, providing insurance services as part of his client offerings. Ace Wealth Management serves individuals, high-net-worth clients, and pension or profit-sharing plan clients with ongoing portfolio management and financial planning. The firm’s investment approach combines client-specific Investment Policy Statements with fundamental and technical analysis, using third-party research and employing both discretionary authority and a range of trading strategies.

Options & derivatives strategies
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