# Bennington Financial Planning Group

> Bennington Financial Planning Group is an SEC-registered investment advisory firm in Bennington, VT, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 116302
- Filed as: BENNINGTON FINANCIAL PLANNING GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bennington, VT
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/116302
- AdvisorCensus page: https://advisorcensus.com/firm/bennington-financial-planning-group-bennington-vt-116302

## Quick answers

**How is Bennington Financial Planning Group compensated?**
On its Form ADV (Item 5.E, October 2026), Bennington Financial Planning Group reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Bennington Financial Planning Group located?**
Bennington Financial Planning Group's principal office is in Bennington, VT, according to its Form ADV.

**Is Bennington Financial Planning Group registered with the SEC or a state?**
Bennington Financial Planning Group is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 116302.

**How much does Bennington Financial Planning Group manage?**
Bennington Financial Planning Group reports $281,490,701 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (95% discretionary).

**How have Bennington Financial Planning Group's assets and staff changed since 2021?**
In the Form ADV data for Bennington Financial Planning Group: Regulatory assets under management: $134,244,458 in the October 2021 data and $281,490,701 in the October 2026 data, up 110%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bennington Financial Planning Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (256); high net worth individuals (120); charitable organizations (6).

**Which custodians does Bennington Financial Planning Group use?**
Bennington Financial Planning Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Bennington Financial Planning Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/116302

**What changed in Bennington Financial Planning Group's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $223,771,861 to $281,490,701 (+26%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $281,490,701
- Discretionary: $267,964,757
- Non-discretionary: $13,525,944

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 256 | $94,403,006 |
| High net worth individuals | 120 | $168,414,071 |
| Charitable organizations | 6 | $14,451,781 |
| State or municipal government entities (including government pension plans) | 2 | $1,582,738 |
| Corporations or other businesses not listed above | 2 | $2,639,105 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (6 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MA, ME, NC, NH, NY, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $134,244,458 | 3 | March 29, 2021 |
| October 2022 | $169,979,764 | 3 | May 19, 2022 |
| October 2023 | $150,046,855 | 3 | March 27, 2023 |
| October 2024 | $183,736,565 | 3 | March 28, 2024 |
| October 2025 | $223,771,861 | 3 | March 20, 2025 |
| October 2026 | $281,490,701 | 3 | March 17, 2026 |

Regulatory assets under management: $134,244,458 in the October 2021 data and $281,490,701 in the October 2026 data, up 110%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $223,771,861 to $281,490,701 (+26%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bennington Financial Planning Group (CRD 116302): Form ADV filing data as of October 2026.