Venn Wealth & Benefit Services, LLC

Venn Wealth & Benefit Services is an independent, fee‑based Pennsylvania registered investment adviser, founded in 2002, that provides portfolio management, financial planning, and retirement plan consulting to individuals (including high‑net‑worth clients), trusts and ERISA‑qualified plans. As of December 31, 2025 the firm reported managing roughly $30.1 million on a discretionary basis and about $2.2 million on a non‑discretionary basis across approximately 188 client relationships.

The firm offers both discretionary and non‑discretionary management and frequently uses unified managed accounts and pre‑selected model allocations composed of mutual funds, ETFs, equities and other securities, with ongoing supervision, rebalancing and quarterly reviews. Venn also recommends and monitors third‑party managers when appropriate and provides ERISA fiduciary services to plan sponsors, including investment due diligence, fee benchmarking and participant education.

Venn’s brochure discloses a 2025 consent agreement with the Pennsylvania Department of Banking and Securities, including an administrative assessment related to the firm’s procedures around leveraged/inverse ETFs, a disciplinary event that appears on its record. The firm and some of its representatives are also licensed insurance agents and Venn operates as a licensed insurance brokerage, which the brochure notes can result in separate insurance commissions in addition to advisory fees and thus creates potential conflicts that the firm discloses and says it seeks to mitigate through policies and its code of ethics.