A complete list of active advisors currently associated with Bennington Financial Planning Group
Warmer can help you find a great advisor at Bennington Financial Planning Group or one who fits your needs even better.
Bennington Financial Planning Group provides investment supervisory services and financial planning to individuals, trusts, estates, charitable organizations, businesses, and reported state or municipal government clients. The firm prepares an Investment Policy Statement for each client and manages both discretionary ($267,964,756) and non-discretionary ($13,525,944) assets (figures as of December 31, 2025), while also offering hourly financial planning engagements. The firm’s investment process is grounded in fundamental analysis, supplemented at times by technical and cyclical analysis, and employs long- and short-term strategies including covered-call writing; it may trade on a discretionary basis when authorized by a client. Accounts are reviewed on a bi-weekly or monthly schedule, and clients are billed through a combination of percentage-of-assets management fees and hourly planning fees, with custodian reporting provided by the recommended broker-dealer’s clearing arrangement. Distinctive features include that all advisors are dually registered as broker-dealer representatives and the firm recommends an affiliated broker-dealer for custody and trade execution (trades are executed at the brokerage firm’s cost with no commission retained), and advisors split substantial time between the affiliated broker-dealer and the advisory business. The firm also does not permit clients to direct alternative broker-dealers for execution, a practice and client mix that are less common among similarly supported firms and that the brochure discloses as potential sources of conflict.
To learn more about the advisors currently working at Bennington Financial Planning Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Bennington, VT
| 19
| |
Bennington, VT
| 44
| |
Bennington, VT
| 32
|
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