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BENNINGTON FINANCIAL PLANNING GROUP

BENNINGTON, VT · CRD 116302 · IAPD ↗ · 802-447-1530

$281.5MRegulatory AUM
3Advisory reps
3Employees
0Clients
251-500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — BENNINGTON FINANCIAL PLANNING GROUP reported RAUM up 26% ($223.8M -> $281.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
February 2025 — BENNINGTON FINANCIAL PLANNING GROUP notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.