Bennett Marks
Marks Group Wealth Management · Minnetonka, Minnesota
Bennett Marks is a fee-only financial advisor at Marks Group Wealth Management in Minnetonka, Minnesota. Marks Group Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Marks Group Wealth Management |
|---|---|
| Based in | Minnetonka, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.02B across 4,310 accounts |
| SEC registration | Investment adviser representative in MN, TX · CRD 1081385 |
| Exams passed | Series 63 (1983) |
| Firm size | 14 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.marksgroup.com |
| Profile |
How Bennett's firm compares
- Marks Group Wealth Management's average account is about $468,000, from its Form ADV (assets managed divided by 4,310 accounts).
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Questions about Bennett
Is Bennett Marks a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bennett holds no broker registration, and Marks Group Wealth Management 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, Marks Group Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Bennett Marks based?
Bennett Marks is based in Minnetonka, Minnesota.
Is Bennett Marks registered with the SEC?
Yes. Bennett Marks is registered as an investment adviser representative in MN and TX (CRD 1081385), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Marks Group Wealth Management manage?
Marks Group Wealth Management reports $2.02B across 4,310 accounts in assets under management.
How do I contact Bennett Marks?
Through Bennett's website, www.marksgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minnetonka
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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