Active
BENNINGTON FINANCIAL PLANNING GROUP
Investment Advice|BENNINGTON, VT
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$223.8M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 214.3M |
| Non-Discretionary | 9.5M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 116302 |
| SEC Number | 801-118801 |
| Street Address | 207 WEST MAIN STREET |
| Location | BENNINGTON, VT 05201 |
| Country | United States |
| Phone | 802-447-1530 |
| Fax | 802-447-0034 |
| Total Employees | 3 |
| Business Types | broker_dealer, registered_representative |
Client Count by Type (359 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 241 |
| High Net Worth Individual… | 108 |
| Charitable Organizations | 7 |
| State/Municipal Govt Enti… | 2 |
| Corporations/Businesses | 1 |
Community Partners
COUNTY OF BENNINGTON
TOWN OF ARLINGTON
TOWN OF BENNINGTON
TOWN OF DORSET
TOWN OF LANDGROVE
TOWN OF MANCHESTER
TOWN OF PERU
TOWN OF POWNAL
TOWN OF READSBORO
TOWN OF RUPERT
TOWN OF SANDGATE
TOWN OF SEARSBURG
TOWN OF SHAFTSBURY
TOWN OF STAMFORD
TOWN OF SUNDERLAND
TOWN OF WHITINGHAM
TOWN OF WINHALL
TOWN OF WOODFORD
VILLAGE OF MANCHESTER
VILLAGE OF NORTH BENNINGTON
COUNTY OF BENNINGTON
TOWN OF ARLINGTON
TOWN OF BENNINGTON
TOWN OF DORSET
TOWN OF LANDGROVE
TOWN OF MANCHESTER
TOWN OF PERU
TOWN OF POWNAL
TOWN OF READSBORO
TOWN OF RUPERT
TOWN OF SANDGATE
TOWN OF SEARSBURG
TOWN OF SHAFTSBURY
TOWN OF STAMFORD
TOWN OF SUNDERLAND
TOWN OF WHITINGHAM
TOWN OF WINHALL
TOWN OF WOODFORD
VILLAGE OF MANCHESTER
VILLAGE OF NORTH BENNINGTON
COUNTY OF BENNINGTON
TOWN OF ARLINGTON
TOWN OF BENNINGTON
TOWN OF DORSET
TOWN OF LANDGROVE
TOWN OF MANCHESTER
TOWN OF PERU
TOWN OF POWNAL
TOWN OF READSBORO
TOWN OF RUPERT
TOWN OF SANDGATE
TOWN OF SEARSBURG
TOWN OF SHAFTSBURY
TOWN OF STAMFORD
TOWN OF SUNDERLAND
TOWN OF WHITINGHAM
TOWN OF WINHALL
TOWN OF WOODFORD
VILLAGE OF MANCHESTER
VILLAGE OF NORTH BENNINGTON
Municipal Government
21 Active
21
Organizations
BENNINGTON COUNTY NATURAL RESOURCE CONSERVATION DISTRICT
BENNINGTON COUNTY REGIONAL COMMISSION
BENNINGTON HOUSING AUTHORITY
BENNINGTON RURAL FIRE DISTRICT 1
DORSET FIRE DISTRICT 1
DVFIBER
EAST DORSET FIRE DISTRICT 1
POWNAL FIRE DISTRICT 2
POWNAL FIRE DISTRICT 3
SOUTHERN VERMONT COMMUNICATIONS UNION DISTRICT
WINHALL STRATTON FIRE DISTRICT 1
BENNINGTON COUNTY NATURAL RESOURCE CONSERVATION DISTRICT
BENNINGTON COUNTY REGIONAL COMMISSION
BENNINGTON HOUSING AUTHORITY
BENNINGTON RURAL FIRE DISTRICT 1
DORSET FIRE DISTRICT 1
DVFIBER
EAST DORSET FIRE DISTRICT 1
POWNAL FIRE DISTRICT 2
POWNAL FIRE DISTRICT 3
SOUTHERN VERMONT COMMUNICATIONS UNION DISTRICT
WINHALL STRATTON FIRE DISTRICT 1
BENNINGTON COUNTY NATURAL RESOURCE CONSERVATION DISTRICT
BENNINGTON COUNTY REGIONAL COMMISSION
BENNINGTON HOUSING AUTHORITY
BENNINGTON RURAL FIRE DISTRICT 1
DORSET FIRE DISTRICT 1
DVFIBER
EAST DORSET FIRE DISTRICT 1
POWNAL FIRE DISTRICT 2
POWNAL FIRE DISTRICT 3
SOUTHERN VERMONT COMMUNICATIONS UNION DISTRICT
WINHALL STRATTON FIRE DISTRICT 1
Special District
11 Active
11
Organizations
ARLINGTON TOWN SCH DIST
BENNINGTON-RUTLAND SUPERVISORY UNION
MT ANTHONY UNION HIGH SCH DIST 14
NORTH BENNINGTON SCH DIST
READSBORO TOWN SCH DIST
SANDGATE TOWN SCH DIST
SEARSBURG TOWN SCH DIST
SOUTHWEST VERMONT REGIONAL TECHNICAL SCHOOL CENTER DISTRICT
SOUTHWEST VERMONT UNION ELEMENTARY SCH DISTRICT 87
STAMFORD TOWN SCH DIST
TACONIC AND GREEN REGIONAL SCH DIST
WINHALL SCHOOL DIST
ARLINGTON TOWN SCH DIST
BENNINGTON-RUTLAND SUPERVISORY UNION
MT ANTHONY UNION HIGH SCH DIST 14
NORTH BENNINGTON SCH DIST
READSBORO TOWN SCH DIST
SANDGATE TOWN SCH DIST
SEARSBURG TOWN SCH DIST
SOUTHWEST VERMONT REGIONAL TECHNICAL SCHOOL CENTER DISTRICT
SOUTHWEST VERMONT UNION ELEMENTARY SCH DISTRICT 87
STAMFORD TOWN SCH DIST
TACONIC AND GREEN REGIONAL SCH DIST
WINHALL SCHOOL DIST
ARLINGTON TOWN SCH DIST
BENNINGTON-RUTLAND SUPERVISORY UNION
MT ANTHONY UNION HIGH SCH DIST 14
NORTH BENNINGTON SCH DIST
READSBORO TOWN SCH DIST
SANDGATE TOWN SCH DIST
SEARSBURG TOWN SCH DIST
SOUTHWEST VERMONT REGIONAL TECHNICAL SCHOOL CENTER DISTRICT
SOUTHWEST VERMONT UNION ELEMENTARY SCH DISTRICT 87
STAMFORD TOWN SCH DIST
TACONIC AND GREEN REGIONAL SCH DIST
WINHALL SCHOOL DIST
School District
12 Active
12
Organizations
049 SOUTHWESTERN VERMONT CHAPTER OF TROUT UNLIMITED
1LT DOOLEY LEGACY FUND INC
450 CONNECTICUT RIVER VALLEY CHAPTER OF TROUT UNLIMITED
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
643 DP BASEBALL FOUNDATION
802 BASEBALL INC
AAMAKE
ABROAD VIEW FOUNDATION INC
ADONINAM BUILDING ASSOCIATION INC
AIKEN INSTITUTE INC
AKP FOUNDATION INC
ALWAYS MORE LOVE
AMERICA LEGION AUXILIARY WALTER L CASE UNIT 29
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN BENNINGTON BRANCH
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN INC
AMERICAN LEGION
AMERICAN LEGION
AMERICAN LEGION
AMERICAN LEGION AUXILIARY
AMERICAN LEGION AUXILIARY
049 SOUTHWESTERN VERMONT CHAPTER OF TROUT UNLIMITED
1LT DOOLEY LEGACY FUND INC
450 CONNECTICUT RIVER VALLEY CHAPTER OF TROUT UNLIMITED
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
643 DP BASEBALL FOUNDATION
802 BASEBALL INC
AAMAKE
ABROAD VIEW FOUNDATION INC
ADONINAM BUILDING ASSOCIATION INC
AIKEN INSTITUTE INC
AKP FOUNDATION INC
ALWAYS MORE LOVE
AMERICA LEGION AUXILIARY WALTER L CASE UNIT 29
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN BENNINGTON BRANCH
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN INC
AMERICAN LEGION
AMERICAN LEGION
AMERICAN LEGION
AMERICAN LEGION AUXILIARY
AMERICAN LEGION AUXILIARY
049 SOUTHWESTERN VERMONT CHAPTER OF TROUT UNLIMITED
1LT DOOLEY LEGACY FUND INC
450 CONNECTICUT RIVER VALLEY CHAPTER OF TROUT UNLIMITED
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
643 DP BASEBALL FOUNDATION
802 BASEBALL INC
AAMAKE
ABROAD VIEW FOUNDATION INC
ADONINAM BUILDING ASSOCIATION INC
AIKEN INSTITUTE INC
AKP FOUNDATION INC
ALWAYS MORE LOVE
AMERICA LEGION AUXILIARY WALTER L CASE UNIT 29
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN BENNINGTON BRANCH
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN INC
AMERICAN LEGION
AMERICAN LEGION
AMERICAN LEGION
AMERICAN LEGION AUXILIARY
AMERICAN LEGION AUXILIARY
Nonprofit Organization
483 Active
483
Organizations
Community Partners94 organizations
COUNTY OF BENNINGTON
Municipal Government·BENNINGTON
TOWN OF ARLINGTON
Municipal Government·ARLINGTON
TOWN OF LANDGROVE
Municipal Government·LONDONDERRY
TOWN OF PERU
Municipal Government·PERU
TOWN OF POWNAL
Municipal Government·POWNAL
TOWN OF READSBORO
Municipal Government·READSBORO
TOWN OF RUPERT
Municipal Government·WEST RUPERT
TOWN OF SEARSBURG
Municipal Government·WILMINGTON
TOWN OF SUNDERLAND
Municipal Government·SUNDERLAND
TOWN OF WHITINGHAM
Municipal Government·JACKSONVILLE
TOWN OF WOODFORD
Municipal Government·WOODFORD
VILLAGE OF NORTH BENNINGTON
Municipal Government·NORTH BENNINGTON
VILLAGE OF OLD BENNINGTON
Municipal Government·BENNINGTON
BENNINGTON COUNTY NATURAL RESOURCE CONSERVATION DISTRICT
Special District·BENNINGTON
BENNINGTON HOUSING AUTHORITY
Special District·BENNINGTON
BENNINGTON RURAL FIRE DISTRICT 1
Special District·BENNINGTON
DORSET FIRE DISTRICT 1
Special District·DORSET
DVFIBER
Special District·WILMINGTON
EAST DORSET FIRE DISTRICT 1
Special District·EAST DORSET
POWNAL FIRE DISTRICT 2
Special District·POWNAL
POWNAL FIRE DISTRICT 3
Special District·POWNAL
SOUTHERN VERMONT COMMUNICATIONS UNION DISTRICT
Special District·BENNINGTON
WINHALL STRATTON FIRE DISTRICT 1
Special District·STRATTON MTN
BENNINGTON-RUTLAND SUPERVISORY UNION
School District·SUNDERLAND
NORTH BENNINGTON SCH DIST
School District·NORTH BENNINGTON
SANDGATE TOWN SCH DIST
School District·MANCHESTER CENTER
SEARSBURG TOWN SCH DIST
School District·JACKSONVILLE
049 SOUTHWESTERN VERMONT CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·MANCHESTER
1LT DOOLEY LEGACY FUND INC
Nonprofit Organization·Wilmington
450 CONNECTICUT RIVER VALLEY CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·WILMINGTON
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·POWNAL
643 DP BASEBALL FOUNDATION
Nonprofit Organization·Manchester Center
802 BASEBALL INC
Nonprofit Organization·Bennington
AAMAKE
Nonprofit Organization·MANCHESTER
ABROAD VIEW FOUNDATION INC
Nonprofit Organization·Bennington
ADONINAM BUILDING ASSOCIATION INC
Nonprofit Organization·Manchester Center
AIKEN INSTITUTE INC
Nonprofit Organization·Bennington
AKP FOUNDATION INC
Nonprofit Organization·Manchester
ALWAYS MORE LOVE
Nonprofit Organization·EAST DORSET
AMERICA LEGION AUXILIARY WALTER L CASE UNIT 29
Nonprofit Organization·Stamford
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN BENNINGTON BRANCH
Nonprofit Organization·Shaftsbury
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN INC
Nonprofit Organization·Pownal
AMERICAN LEGION
Nonprofit Organization·EAST DORSET
AMERICAN LEGION
Nonprofit Organization·WILMINGTON
AMERICAN LEGION
Nonprofit Organization·READSBORO
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Bennington
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Arlington
American Legion Post 13
Nonprofit Organization·Bennington
AMERICAN LEGION POST 69 INC
Nonprofit Organization·Arlington
American Legion Post 90 Pownal
Nonprofit Organization·Pownal
AMERICAN NEPHROLOGY NURSES ASSOCIATION NORTHERN NEW ENGLAND #131
Nonprofit Organization·ARLINGTON
AMERICAN PSYCHOLOGICAL ASSOCIATION INC
Nonprofit Organization·Manchester Center
AMERICAN WINGSHOOTERS SOCIETY INC
Nonprofit Organization·Dorset
Angels Share Foundation Inc
Nonprofit Organization·Bondville
APPLEGATE HOUSING INC
Nonprofit Organization·Bennington
ARLINGTON AREA CHILD CARE INC
Nonprofit Organization·ARLINGTON
ARLINGTON ARTS AND ENRICHMENT PROGRAM
Nonprofit Organization·ARLINGTON
Arlington Arts & Enrichment Program
Nonprofit Organization·Arlington
Arlington Community Club Inc
Nonprofit Organization·Arlington
Arlington Community Public Health
Nonprofit Organization·Arlington
ARLINGTON EDUCATION ASSOCIATION
Nonprofit Organization·Arlington
ARLINGTON FOOD SHELF INC
Nonprofit Organization·Arlington
ARLINGTON RECREATIONAL & PARK COMMITTEE INC
Nonprofit Organization·Arlington
Arlington Rescue Squad Inc
Nonprofit Organization·Arlington
ARLINGTON YOUTH BASKETBALL
Nonprofit Organization·Arlington
ASSOCIATION OF NOTRE DAME CLUBS INC -
Nonprofit Organization·BENNINGTON
Athletic Opportunity Fund Inc
Nonprofit Organization·Dorset
AUXILIARY TO THE READSBORO FIRE DEPARTMENT
Nonprofit Organization·Readsboro
AUXILIARY TO VETERANS OF FOREIGN WARS DISTRICT 1 INC
Nonprofit Organization·Manchester Center
AXUM LEADERSHIP INSTITUTE
Nonprofit Organization·Bennington
BABY BASICS NATIONAL DEVELOPMENT BOARD
Nonprofit Organization·Wilmington
BABY BASICS OF THE DEERFIELD VALLEY INC
Nonprofit Organization·WILMINGTON
Bart J Ruggiere Adaptive
Nonprofit Organization·Manchester Center
BATTENKILL CONSERVANCY INC
Nonprofit Organization·Arlington
BATTENKILL VALLEY HEALTH CENTER INC
Nonprofit Organization·ARLINGTON
BATTEN KILL WATERSHED ALLIANCE
Nonprofit Organization·ARLINGTON
BATTEN KILL WATERSHED ALLIANCE INC
Nonprofit Organization·Arlington