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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BENNINGTON FINANCIAL PLANNING GROUP

CRD 116302

BENNINGTON, VT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7f3c734b-bcb8-b641-43a0-31729e6bdeb7

Data as of Mar 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Apr 27, 2020 to Mar 17, 2026
12 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.93 fund_share=0.0 institutional_share=0.06 related_bd=true related_bank=false bd_reps=3.0
Regulatory AUM: $281MItem 5.F on the latest filing (2026-03-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $268M
Private client RAUM: $263MderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $93.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 758
Individual clients: 256
High net worth clients: 120
SEC number: 801-118801
CRD: 116302
Filings on the tape: 12
First filed: Apr 27, 2020
Latest filed: Mar 17, 2026
Organised: Corporation, VT

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DONALD BRIAN MCKENNA	Certified Financial Planner	BENNINGTON, VT	31	44	n/a	yes
MICHAEL SEAN MCKENNA	n/a	BENNINGTON, VT	31	32	n/a	yes
BRIAN DONALD MCKENNA	Certified Financial Planner	BENNINGTON, VT	15	19	n/a	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MCKENNA, BRIAN, DONALD	CHIEF COMPLIANCE OFFICER	Na	yes	04/2020	Apr 27, 2020	Mar 28, 2024
MCKENNA, DONALD, BRIAN	President	E	yes	02/1995	Apr 27, 2020	Mar 28, 2024
MCKENNA, MICHAEL, SEAN	VICE PRESIDENT	Na	yes	02/1995	Apr 27, 2020	Mar 28, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
D. B. MCKENNA & CO., INC.	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 6 of 7

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 17, 2026	$281M	$268M	3	3	n/a	n/a
2024	Mar 20, 2025	$224M	$214M	3	3	n/a	n/a
2023	Mar 28, 2024	$184M	$175M	3	3	n/a	n/a
2022	Mar 27, 2023	$150M	$142M	3	3	n/a	n/a
2021	Mar 30, 2022	$170M	$156M	3	3	n/a	n/a
2020	Mar 29, 2021	$134M	$123M	3	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$281M	$224M	25.8%	$150M	23.3%	3	3	0	0

Relationships

Registered with (3)

← BRIAN DONALD MCKENNAAdvisorregistration: current employment
Nov 9, 2010 to presentfactForm ADV
← DONALD BRIAN MCKENNAAdvisorregistration: current employment
Mar 17, 1995 to presentfactForm ADV
← MICHAEL SEAN MCKENNAAdvisorregistration: current employment
Mar 17, 1995 to presentfactForm ADV

Controls (3)

← MCKENNA, DONALD, BRIANOwnerPRESIDENT, ownership code E, individual
Apr 27, 2020 to Mar 28, 2024factForm ADV
← MCKENNA, MICHAEL, SEANOwnerVICE PRESIDENT, ownership code NA, individual
Apr 27, 2020 to Mar 28, 2024factForm ADV
← MCKENNA, BRIAN, DONALDOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Apr 27, 2020 to Mar 28, 2024factForm ADV

Dated events

Occurred
Apr 27, 2020
First Form ADV filing
Bennington Financial Planning Group filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7f3c734b-bcb8-b641-43a0-31729e6bdeb7
First observed: Apr 27, 2020
Last observed: Mar 17, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BENNINGTON FINANCIAL PLANNING GROUP

CRD 116302

BENNINGTON, VT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7f3c734b-bcb8-b641-43a0-31729e6bdeb7

Data as of Mar 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:15 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DONALD BRIAN MCKENNA

Certified Financial Planner

BENNINGTON, VT

n/a

yes

MICHAEL SEAN MCKENNA

n/a

BENNINGTON, VT

n/a

yes

BRIAN DONALD MCKENNA

Certified Financial Planner

BENNINGTON, VT

n/a

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MCKENNA, BRIAN, DONALD

CHIEF COMPLIANCE OFFICER

yes

04/2020

Apr 27, 2020

Mar 28, 2024

MCKENNA, DONALD, BRIAN

President

yes

02/1995

Apr 27, 2020

Mar 28, 2024

MCKENNA, MICHAEL, SEAN

VICE PRESIDENT

yes

02/1995

Apr 27, 2020

Mar 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

D. B. MCKENNA & CO., INC.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 17, 2026

$281M

$268M

n/a

2024

Mar 20, 2025

$224M

$214M

n/a

2023

Mar 28, 2024

$184M

$175M

n/a

2022

Mar 27, 2023

$150M

$142M

n/a

2021

Mar 30, 2022

$170M

$156M

n/a

2020

Mar 29, 2021

$134M

$123M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$281M

$224M

25.8%

$150M

23.3%