A complete list of active advisors currently associated with Kenneth Dean Bennett
Warmer can help you find a great advisor at Kenneth Dean Bennett or one who fits your needs even better.
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.
To learn more about the advisors currently working at Kenneth Dean Bennett, 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 |
|---|---|---|
Lynchburg, VA
| 11
|
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