PlannerFees

Kenneth Dean Bennett fees and pricing

Financial planner in Lynchburg, Virginia. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 14, 2026, Kenneth Dean Bennett charges $100⁠-⁠$2,500 an hour, a flat or project fee of $1,000⁠-⁠$2,500, and a monthly fee of $29 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$100⁠-⁠$2,500/hr
“Comprehensive Financial Planning Services: $1,000 - $2,500 Hourly Consulting Fee: $100/Hour Monthly Retainer Fee: $29.95/Month All fees are negotiable.”
Flat or project fee
$1,000⁠-⁠$2,500
“The comprehensive financial planning services will typically range from $1,000 to $2,500, depending on the complexity of the client’s circumstances and planning services required.”
Monthly fee
$29/mo
“Comprehensive Financial Planning Services: $1,000 - $2,500 Hourly Consulting Fee: $100/Hour Monthly Retainer Fee: $29.95/Month All fees are negotiable.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Kenneth Dean Bennett bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Fifty percent of the fee is payable in advance at the time a Financial Planning Agreement (FPA) is signed, and the remaining balance is due in full when 6 the financial plan is presented.”
  • “Fees are collected directly from the client by cash, check, credit card, or PayPal.”
  • “For these types of needs, financial services are billed on an hourly basis.”

How Kenneth Dean Bennett’s fees compare

  • Its hourly rate of $100-$2,500 spans the Virginia median of $260. 100% of the 203 other Virginia planners that publish an hourly rate charge less.
  • Its flat or project fee of $1,000-$2,500 is below the Virginia median of $4,250. 20% of the 168 other Virginia planners that publish a flat or project fee charge less.
  • 1 of the 2 other planners in Lynchburg that publish a flat or project fee charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Kenneth Dean Bennett

“Bennett, who provides comprehensive financial planning services to clients.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: ChFC®.
  • Registered as an adviser: 2014 (12 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Business owners
  • Insurance analysis

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees
Charges a % of assets
No
Employees
1
Services reported to regulators
Financial planning and educational seminars and workshops
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
172410
Phone
(434) 944-6501

Other planners in Lynchburg that publish fees

Compare all 9 planners in Lynchburg

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.