Bennington Financial Planning Group

Bennington Financial Planning Group (CRD# 116302) is a financial advisory firm headquartered in Bennington, VT. They manage $46,836,232 in 162 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    162
    ACCOUNTS
  • Average Account Value
    $289,113
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

VT

Financial Advisors at Bennington Financial Planning Group
Showing 1 - 3 of 3 top financial advisors.
1
Brian D. McKenna
CRD#: 5250645
207 West Main Street, Bennington, VT 05201
96
Wealthminder
score

Brian McKenna (CRD# 5250645) is an Investment Advisor Representative working at Bennington Financial Planning Group in Bennington, VT and has over 9 years of experience in the finance industry. Brian McKenna has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Donald B. McKenna
CRD#: 1038606
207 West Main Street, Bennington, VT 05201
96
Wealthminder
score

Donald McKenna (CRD# 1038606) is an Investment Advisor Representative working at Bennington Financial Planning Group in Bennington, VT and has over 29 years of experience in the finance industry. Donald McKenna has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Michael S. McKenna
CRD#: 2515866
207 West Main Street, Bennington, VT 05201
93
Wealthminder
score

Michael McKenna (CRD# 2515866) is an Investment Advisor Representative working at Bennington Financial Planning Group in Bennington, VT and has over 22 years of experience in the finance industry.

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