K
Kenneth Dean Bennett
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
The firm provides comprehensive financial planning to individuals and small business entities, addressing retirement planning, tax management, estate and business succession planning, insurance and risk management, and education funding. It also offers free educational seminars and workshops as part of its client services.
Rather than managing client portfolios, the firm delivers asset-allocation recommendations, conducts risk-tolerance and cash-flow analyses, and reviews existing investments; clients retain responsibility for implementing trades through their chosen custodians. The firm uses client questionnaires and third‑party modeling tools to stress-test retirement plans and performs periodic plan reviews.
The firm is fee-only but does not charge percentage-of-assets-under-management fees, instead relying on planning, hourly consulting, and an optional ongoing retainer — a fee model that is less common among independent advisors. Its principal holds a ChFC designation and extensive insurance‑industry experience, and the practice emphasizes insurance/risk analysis and practical, routine financial services (such as price and rate comparisons) that distinguish it from many peers.
Client services
Financial planning
Educational seminars or workshops
Expertise
General retirement planning
General estate planning guidance
General tax planning
Fee options
Comprehensive Financial Planning Services fee ranges between $1,000 and $2,500, depending on complexity
$100/Hour
Monthly Retainer Fee of $29.95 per month
Fee-only: Comprehensive Financial Planning Services: $1,000 - $2,500 (negotiable); Monthly Retainer Fee: $29.95/month; Hourly Consulting Fee: $100/hour
Main office location
Kenneth Dean Bennett
Lynchburg VA, United States
Number of offices
1
Most active in
Kenneth Dean Bennett has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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