SourcingSourcing

BENNINGTON FINANCIAL PLANNING GROUP

B61
CRD 116302·SEC 801-118801·BENNINGTON, VT
AUM
$281.5M
$100M-$500M
Est. Revenue
$2.8M
@ 1% on AUM
Est. EBITDA
$844K
@ 30% margin
Est. Deal Value
$6.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BENNINGTON FINANCIAL PLANNING GROUP
CRD
116302
SEC file #
801-118801
EIN
—
DBA names
—

Economics

AUM
$281.5M
AUM band
$100M-$500M
AUM trajectory
'21'26
$110.9M → $281.5M▲ +154%
Client mix
Individuals Other256
Individuals High Net Worth120
Charitable Organizations6
State Or Municipal Govt2
Corporations2

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'21'26
3 advisors → 3 advisors▬ 0%
Primary office
BENNINGTON VT
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/17/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MCKENNA, DONALD, BRIAN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
MCKENNA, DONALD, BRIAN
MCKENNA, BRIAN, DONALD
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1455
Soi Zip Pct 200k Plus
0.0294
Soi Zip Returns 200k Plus
210
Soi Zip Total AGI
405,321
Fdic Zip Total Deposits
11,938,243,000
Fdic Zip Branch Count
251
Fdic Zip Top Banks
The Bank of Bennington
TD Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Raymond James4
E*trade4
Fdic Zip Branches Raw
First Vermont Bank and Trust CompanyBennington, VT
Chittenden Trust CompanyBennington, VT
Fdic Zip HHI
1422.66
Fdic Zip Top Bank Share Pct
32.31
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI26,473
Returns2,350
Stub 2
AGI76,530
Returns2,070
Stub 3
AGI68,106
Returns1,110
Soi Zip Total Business Income
15,903
Soi Zip Total Cap Gains
12,853
Soi Zip Total Dividends
8,804
Soi Zip Total Returns
7,150
Top Owner CRD
1038606
Trust Company Affiliate
No

People (3)

3
MCKENNA, DONALD, BRIAN
IAR · Direct Owner · 87.5%
1038606
MCKENNA, BRIAN, DONALD
IAR · Executive Officer · 2.5%
5250645
MCKENNA, MICHAEL, SEAN
IAR · Executive Officer · 2.5%
2515866