Bennett Kaplan is a CFP-designated registered investment advisor at Great Path Planning, based in Charlotte, NC, with 6 years of industry experience. Bennett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 66 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Great Path Planning offers investment management services as part of their ongoing financial advisement, or as a standalone service under project-based consulting. The fee for ongoing financial advisement is a flat annual fee determined by various factors, with a minimum of $2,500 per quarter. The fee for project-based investment management is determined by the complexity of the client's situation, with a minimum fee of $1,250. Fees may be negotiable.
Location
Charlotte, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bennett is an employee of The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation.
Employment History
Current Registrations
Great Path Planning
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
State Registrations3 states
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