Kenneth Dean Bennett
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides comprehensive financial planning to individuals and small business entities, addressing retirement planning, tax management, estate and business succession planning, insurance and risk management, and education funding. It also offers free educational seminars and workshops as part of its client services.
Rather than managing client portfolios, the firm delivers asset-allocation recommendations, conducts risk-tolerance and cash-flow analyses, and reviews existing investments; clients retain responsibility for implementing trades through their chosen custodians. The firm uses client questionnaires and third‑party modeling tools to stress-test retirement plans and performs periodic plan reviews.
The firm is fee-only but does not charge percentage-of-assets-under-management fees, instead relying on planning, hourly consulting, and an optional ongoing retainer — a fee model that is less common among independent advisors. Its principal holds a ChFC designation and extensive insurance‑industry experience, and the practice emphasizes insurance/risk analysis and practical, routine financial services (such as price and rate comparisons) that distinguish it from many peers.
Client services
Expertise
Fee options
Comprehensive Financial Planning Services fee ranges between $1,000 and $2,500, depending on complexity
$100/Hour
Monthly Retainer Fee of $29.95 per month
Fee-only: Comprehensive Financial Planning Services: $1,000 - $2,500 (negotiable); Monthly Retainer Fee: $29.95/month; Hourly Consulting Fee: $100/hour
Main office
Lynchburg VA
Advisors at this office
1
Most active in
Virginia
Also doing business as
All Things Financial LLC · All Things Financial LLC Dba Kenneth Dean Bennett · All Things Financial, LLC · Bennett, Kenneth Dean · Kenneth Dean Bennett
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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