Abigail
Bennett

Verum Partners LLC

CRD#5936885
Investment Advisor
in Charlotte, NC

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About this Advisor

Abigail Bennett is a financial advisor based in Charlotte, North Carolina, working with Verum Partners LLC. Abigail has previously held positions at Buckle, Highline Wealth Management, LLC, Wildtree Herbs, Inc, Carolinas Investment Consulting, LLC, and Verum Partners LLC. Abigail has passed the Series 65 regulatory exam and is registered to provide services in North Carolina. Currently, Abigail is part of Verum Partners LLC, which operates out of Charlotte, North Carolina. The firm has 1 office and 13 employees. The firm manages assets totaling $740.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Verum Partners LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2333 Randolph Road Suite 250
Charlotte, NC 28207

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Verum Partners LLC Brokerage Details

Total Assets Under Management

$740,408,167

NC Average: $3,625,019,099
Total Number of Employees

13

NC Average: 22
Total Number of Accounts

1,287

NC Average: 1,917
Average Account Size

$575,298

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Abigail Bennett Work History

2019 - Present (5 years)

Verum Partners LLC

2015 - 2017 (2 years)

Wildtree Herbs, Inc

2015 - 2019 (4 years)

Carolinas Investment Consulting, LLC

2013 - 2014 (1 year)

Buckle

2013 - 2015 (2 years)

Highline Wealth Management, LLC

Disclosures

Please visit the SEC profile of Abigail Bennett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Verum Partners LLC

Walker Shelton
Charlotte, NC
Charles Doran
Charlotte, NC
Abigail Bennett
Charlotte, NC
Angela Connolly
Charlotte, NC
Breton Tagg
Charlotte, NC
Molly Bohrer
Charlotte, NC
Mary Garren
Charlotte, NC
Austin Tilles
Charlotte, NC

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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