Bennett Kaplan
Great Path Planning · Charlotte, North Carolina
Bennett Kaplan is a fee-only financial advisor at Great Path Planning in Charlotte, North Carolina, who holds the CFP credential. Great Path Planning reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Great Path Planning |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $167.2M across 283 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC, NY, TX · CRD 7165167 |
| Exams passed | Series 63 (2019) · Series 66 (2021) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | greatpath.com |
How Bennett's firm compares
- Great Path Planning's average account is about $591,000, from its Form ADV (assets managed divided by 283 accounts).
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Questions about Bennett
Is Bennett Kaplan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bennett holds no broker registration, and Great Path Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bennett charge for financial advice?
Bennett's firm, Great Path Planning, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Bennett Kaplan based?
Bennett Kaplan is based in Charlotte, North Carolina.
What credentials does Bennett Kaplan hold?
Bennett Kaplan holds the CFP credential.
Is Bennett Kaplan registered with the SEC?
Yes. Bennett Kaplan is registered as an investment adviser representative in NC, NY and TX (CRD 7165167), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Great Path Planning manage?
Great Path Planning reports $167.2M across 283 accounts in assets under management.
How do I contact Bennett Kaplan?
Through Bennett's website, greatpath.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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