Richard
Bennett
Durbin Bennett Private Wealth Management, LLC
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About this Advisor
Richard Bennett is a financial advisor based in Austin, Texas who has 22 years of relevant experience. Bennett currently works for Durbin Bennett Private Wealth Management, LLC. Throughout their career, they have worked at Durbin Bennett Peterson Private Wealth Management, Llp, Durbin Bennett Peterson Tax Advisors, Llp, Durbin Bennett Peterson Private Wealth Management, LLC, Durbin Bennett Tax Advisors, Llp and Durbin Bennett Private Wealth Management, LLC. Bennett is registered to work in Texas. Durbin Bennett Private Wealth Management, LLC is a financial advisory company based in Austin, TX. It handles $1 billion in assets across its 1,477 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises three charities and foundations. Of its 1,477 customer accounts, 75% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Durbin Bennett Private Wealth Management, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Financial advisory fee schedules usually vary depending on the type of services offered. However, fees charged by Durbin Bennett Private Wealth Management, LLC likely include asset-based, hourly, fixed and other fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Durbin Bennett Private Wealth Management, LLC Brokerage Details
$1,429,423,495
20
1,477
$967,788
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Richard Bennett Work History
Richard has been registered as a financial advisor for 22 years.*
Durbin Bennett Private Wealth Management, LLC
Durbin Bennett Tax Advisors, Llp
Durbin Bennett Peterson Private Wealth Management, LLC
Durbin Bennett Peterson Tax Advisors, Llp
Durbin Bennett Peterson Private Wealth Management, Llp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Richard 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 Durbin Bennett Private Wealth Management, LLC
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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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