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Wendy Helene Bennett

BENNETT ASSOCIATES WEALTH MANAGEMENT·BUTLER, Pennsylvania
Clean recordBENNETT ASSOCIATES WEALTH MANAGEMENT
122 S WASHINGTON STREET, BUTLER, PA 16001CRD# 3136798Firm CRD# 323846

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Wendy Helene Bennett · BUTLER, PA
Registration
CRD #3136798 · BENNETT ASSOCIATES WEALTH MANAGEMENT
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Wendy Helene Bennett is a registered financial advisor based in BUTLER, Pennsylvania, affiliated with BENNETT ASSOCIATES WEALTH MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BENNETT ASSOCIATES WEALTH MANAGEMENT
BENNETT ASSOCIATES WEALTH MANAGEMENT
AUM
$124M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at BENNETT ASSOCIATES WEALTH MANAGEMENT →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3136798
Firm CRD# 323846
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Wendy Helene Bennett offer?
Wendy Helene Bennett specializes in Financial Planning, Investment Management. Contact their office in BUTLER, Pennsylvania for a consultation.
What are Wendy Helene Bennett's credentials?
Wendy Helene Bennett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Wendy Helene Bennett located?
Wendy Helene Bennett is based in BUTLER, Pennsylvania, working with BENNETT ASSOCIATES WEALTH MANAGEMENT. Their office serves clients in the BUTLER metropolitan area and surrounding communities.
How does Wendy Helene Bennett charge for services?
Wendy Helene Bennett's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BENNETT ASSOCIATES WEALTH MANAGEMENT?
BENNETT ASSOCIATES WEALTH MANAGEMENT has approximately 3 employees and manages $124M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BENNETT ASSOCIATES WEALTH MANAGEMENT

Alan David Bennett
BUTLER, PA
Collin Kenneth Randall
BUTLER, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)WEST CONSHOHOCKEN (127)MALVERN (124)HARRISBURG (82)LANCASTER (80)
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Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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