Bentley Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bentley Wealth Management provides financial planning and personalized investment management to individuals, high‑net‑worth clients, families and small businesses. Its services include customized discretionary and non‑discretionary portfolio management and comprehensive financial planning covering retirement, estate, tax and education strategies.
The firm describes an investment approach based on “scientific, engineered portfolios” that emphasize global diversification, risk control, and avoidance of market timing or speculative strategies. Portfolios may include mutual funds, ETFs, common and preferred stocks, options, exchange‑traded REITs and MLPs, certificates of deposit and a range of bonds, with asset allocation and security selection tailored to each client’s objectives and risk tolerance.
Notably, BWM discloses relationships with insurance companies (Athene, SILAC) and — in addition to asset‑based advisory arrangements and planning engagements — accepts commission arrangements that are uncommon among independent advisers. The brochure also states the firm manages each client account individually rather than aggregating trades, does not receive soft‑dollar research or brokerage referrals, and debits fees from client accounts (constructive custody) while clients receive statements directly from independent custodians.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,000+: 0.75%
Commissions reported but not detailed in brochure
Account minimum: $500,000 Minimum fee: Financial planning fees range from $2,500 to $5,000 annually Fee-only: Financial planning fees ($2,500 - $5,000)
Main office
114 Washington Street, Suite 4
Marblehead MA 01945
Advisors at this office
1
Most active in
Massachusetts
Also doing business as
Bentley Financial · Bentley Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)