Bennington Financial Planning Group provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 251–500 clients last fiscal year.
Bennington Financial Planning Group reports 386 clients. They include 256 individual clients, 120 high-net-worth individuals and 6 charitable organizations. Of its assets, 95.2% ($268M across 719 accounts) are managed with discretion; $13.5M across 39 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 66% | 34% |
| High-net-worth individuals | 31% | 60% |
| Charitable organizations | 2% | 5% |
| State or municipal government entities | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 256 | $94.4M | 33.5% | $369K |
| High-net-worth individuals | 120 | $168M | 59.8% | $1.4M |
| Charitable organizations | 6 | $14.5M | 5.1% | $2.41M |
| State or municipal government entities | Fewer than 5 | $1.58M | 0.6% | $791K |
| Corporations and other businesses | Fewer than 5 | $2.64M | 0.9% | $1.32M |
| Total | 386 | $281M | 100% | — |
- Clients
- 256
- Regulatory AUM
- $94.4M
- AUM share
- 33.5%
- Avg. per client
- $369K
- Clients
- 120
- Regulatory AUM
- $168M
- AUM share
- 59.8%
- Avg. per client
- $1.4M
- Clients
- 6
- Regulatory AUM
- $14.5M
- AUM share
- 5.1%
- Avg. per client
- $2.41M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.58M
- AUM share
- 0.6%
- Avg. per client
- $791K
- Clients
- Fewer than 5
- Regulatory AUM
- $2.64M
- AUM share
- 0.9%
- Avg. per client
- $1.32M
Total
- Clients
- 386
- Regulatory AUM
- $281M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Bennington Financial Planning Group charges 1.00%–1.50% a year for its Investment Supervisory Services. Each asset band is charged at its own rate. The fee is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.50% |
| $500K–$1M | 1.25% |
| $1M and above | 1.00% |
Fee details and sources
Other fees
- Financial Planning
- Financial planning is billed hourly at a current billing rate of $225 per hour, due at completion of the work.
Donald McKenna owns 75% or more of Bennington Financial Planning Group. The leadership team of Bennington Financial Planning Group includes President Donald McKenna and Chief Compliance Officer Brian McKenna. It has 3 employees.
Leadership
- Donald McKennaPresident
- Michael McKennaVice President
- Brian McKennaChief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Brian Donald McKenna
- Donald Brian McKenna
- Michael Sean McKenna
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 broker-dealer reps
- Owns 75% or more of Bennington Financial Planning Group
Donald McKenna
Control person · since February 1995
Bennington Financial Planning Group’s regulatory assets grew 2.1× from $134M (March 2021) to $281M (March 2026); clients rose from 255 to 386 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $281M | 386 | 3 | 1 |
| March 2025 | $224M | 359 | 3 | 1 |
| March 2024 | $184M | 327 | 3 | 1 |
| March 2023 | $150M | 309 | 3 | 1 |
| May 2022 | $170M | 283 | 3 | 1 |
| March 2021 | $134M | 255 | 3 | 1 |
Besides its headquarters, Bennington Financial Planning Group has 0 offices, with 1 listed address in Vermont.
Vermont · 1 listed address
- 207 West Main Street, BenningtonHQ
Contact and registration details
- Legal name
- Bennington Financial Planning Group
- Headquarters
- 207 West Main Street, Bennington, VT 05201
- Website
- Not reported
- Phone
- 802-447-1530
- SEC file
- 801-118801
- Structure
- Vermont corporation
- Fiscal year end
- December
Bennington Financial Planning Group uses Raymond James ($169M) as custodian for its separately managed accounts. Bennington Financial Planning Group does not have custody of client assets.
- Raymond JamesRaymond James & Associates, Inc. · St. Petersburg, FL · $169M100%
At year end, Bennington Financial Planning Group’s separately managed accounts were mostly in funds (51%) and stocks (43%).
What the accounts hold
- Stocks43%
- Funds51%
- Cash6%
How many clients does Bennington Financial Planning Group have?
Bennington Financial Planning Group has 386 clients and manages $281 million for them, as of March 2026. They include 256 individual clients, 120 high-net-worth individuals and 6 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 March 2026
What services does Bennington Financial Planning Group offer?
Bennington Financial Planning Group provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Bennington Financial Planning Group charge?
Bennington Financial Planning Group charges 1.00%–1.50% a year for its Investment Supervisory Services. Each asset band is charged at its own rate. The fee is negotiable.
Source: BENNINGTON FINANCIAL PLANNING GROUP, filed 17 March 2026
Which custodians does Bennington Financial Planning Group use?
Bennington Financial Planning Group’s separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $169M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 March 2026
How many financial advisors does Bennington Financial Planning Group have?
Bennington Financial Planning Group has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Bennington Financial Planning Group invest in?
At the end of its last fiscal year, Bennington Financial Planning Group’s separately managed accounts held 51% registered funds (mutual funds, ETFs, BDCs), 43% exchange-traded equities and 6% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Bennington Financial Planning Group?
Bennington Financial Planning Group’s direct owner is Donald McKenna (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 March 2026
How does Bennington Financial Planning Group get paid?
Bennington Financial Planning Group is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Bennington Financial Planning Group registered with the SEC?
Yes, Bennington Financial Planning Group has been registered with the SEC as an investment adviser since 27 May 2020. Its CRD number is 116302 and its SEC file number is 801-118801.
Source: Form ADV Part 1A, Item 1, filed 17 March 2026; IAPD firm record
How do I contact Bennington Financial Planning Group?
Bennington Financial Planning Group’s main office is at 207 West Main Street, Bennington, VT 05201. Its phone number is 802-447-1530.