Advisor at Great Path Planning
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Firm
Great Path Planning
Location
Charlotte, NC
Credentials
CFP®, Series 63, Series 66
Industry experience
6 years
Bennett Kaplan is a CFP® with six years of industry experience, currently serving as a financial advisor at Great Path Planning. He previously worked at The Vanguard Group, Inc. and has held roles in both academic and nonprofit settings. Great Path Planning primarily serves individual clients, including high-net-worth and non-HNW households, as well as retirement plans, trusts, and business entities. The firm focuses on customized, passive-oriented portfolios using low-cost index funds and ETFs, offering comprehensive financial planning, portfolio management, and plan-level investment management.
Based on Great Path Planning
Based on Great Path Planning
One Time Meeting fee is $950 flat fee, non-refundable; project-based financial planning fees start at $1,250.
Hourly rates range from $275 to $800 per hour, payable monthly in arrears for certain consulting services.
Ongoing comprehensive financial advisement fees billed quarterly or monthly in advance, with initial deposits and monthly payment options.
Minimum fee: Minimum fee of $2,500.00 per quarter paid in advance for ongoing comprehensive financial advisement; minimum $1,250 for project-based financial planning and consulting; minimum $1,250 quarterly or $5,000 annually for 3(38) investment management for company retirement plans. Fee-only: Fees are flat annual fees based on qualitative and quantitative factors; fees are negotiable and waivable.
Charlotte, NC
New York · North Carolina · Texas
Great Path Planning
2025 - Present (1 year)
The Vanguard Group, Inc.
2019 - 2025 (6 years)
Kacvinsky Daisak Bluni PLLC
2018 - 2018 (1 year)
Lafayette College
2018 - 2019 (1 year)
Queen Mary University
2018 - 2018 (1 year)
Riverside Community Care
2017 - 2017 (1 year)
American Foundation for Suicide Prevention
2017 - 2017 (1 year)
Gentle Giant Moving Co.
2016 - 2016 (1 year)
Lafayette College
2015 - 2019 (4 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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