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Bennett Associates Wealth Management

Headquartered in BUTLER, PA

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Firm Information

Bennett Associates Wealth Management is an investment advisor based in Butler, PA. The firm manages approximately $123.7 million in assets for 549 clients. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. The firm has 3 investment advisor representatives.

Bennett Associates Wealth Management

122 S WASHINGTON STREET

BUTLER, PA 16001

$123.74M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

BENNETT ASSOCIATES WEALTH MANAGEMENT has a total of 1 branch locations across the country.
location

BUTLER, PA

Advisors at Bennett Associates Wealth Management

View All 2 Advisors
Unclaimed
Collin Kenneth Randall

CFP®, CFA®, RA

BUTLER, PA

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Unclaimed
Wendy Helene Bennett

CFP®, RA

BUTLER, PA

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Unclaimed
Vanessa Sue McCall

RA

BUTLER, PA

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Disclosures

There are no public disclosures for Bennett Associates Wealth Management.

Frequently Asked Questions (6)

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