Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$392,767,299
Total clients
470
0% high-net worth
Total advisors
3
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
157
Average account size
$835,675
Bentley Financial Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers ongoing asset management, financial planning and consulting, and retirement-plan advisory services, and manages approximately $393 million in discretionary client assets.
The firm typically implements client-directed investment policy statements and uses fundamental analysis, options for hedging when appropriate, and third-party Independent Managers for portions of client portfolios; accounts are monitored continuously with formal reviews at least annually. Bentley also offers managed account access through multiple LPL-sponsored programs (including Manager Access Select, MWP, OMP, and the algorithm-driven Guided Wealth Portfolios) and can arrange portfolios within its BFG Wrap Program.
Compared with many peers, Bentley operates both as an investment adviser and in retail brokerage capacities via associated persons who are registered representatives of LPL, and some representatives maintain insurance appointments that generate separate compensation. The firm’s role as sponsor/manager of a wrap program, its deep operational relationship with LPL (including receipt of Transition Assistance and platform services), and its use of multiple LPL program platforms are notable features that can affect how services are delivered and custodial/brokerage arrangements are selected.
Fixed fees typically ranging from $500 to $20,000 for financial planning and consulting
0.00% to 2.50% annually (negotiable)
Up to $500 per hour for financial planning and consulting services
Retainer fees up to $20,000 annually for ongoing financial planning and consulting, payable monthly, quarterly, or annually
Account minimum: $1,000 Fee-only: Financial planning and consulting fees charged as hourly up to $500/hour, fixed fees $500 to $20,000, or retainer fees up to $20,000 annually (payable monthly, quarterly, or annually)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
Bentley Financial Group
1385 Warren Ave., Suite A
Downers Grove IL 60515, United States
Number of offices
3
CFP®, Series 66
Durango, CO
Bentley Financial Group
Series 63, Series 65
Downers Grove, IL
Bentley Financial Group
Series 63, Series 65
Peoria, AZ
Bentley Financial Group
CFP®, Series 66
Downers Grove, IL
Bentley Financial Group
CFP®, Series 66
Downers Grove, IL
Bentley Financial Group
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