Bert Bennett
West Fork Wealth Management · Chapel Hill, North Carolina
Bert Bennett is a fee-only financial advisor at West Fork Wealth Management in Chapel Hill, North Carolina, who holds the CFP credential. Bert focuses on retirement planning, estate & legacy planning and tax planning. West Fork Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | West Fork Wealth Management |
|---|---|
| Based in | Chapel Hill, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $10M across 6 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC, TX · CRD 3258239 |
| Exams passed | Series 63 (2003) · Series 65 (2011) · Series 66 (2015) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.westforkwealthmanagement.com |
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Questions about Bert
Is Bert Bennett a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bert holds no broker registration, and West Fork Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bert charge for financial advice?
Bert's firm, West Fork Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Bert Bennett based?
Bert Bennett is based in Chapel Hill, North Carolina.
What does Bert specialize in?
Bert's specialties include retirement planning, estate & legacy planning, tax planning, small business owners and founders (pre-exit). Bert works with multi-generational families.
What credentials does Bert Bennett hold?
Bert Bennett holds the CFP credential.
Is Bert Bennett registered with the SEC?
Yes. Bert Bennett is registered as an investment adviser representative in NC and TX (CRD 3258239), 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 West Fork Wealth Management manage?
West Fork Wealth Management reports $10M across 6 accounts in assets under management.
How do I contact Bert Bennett?
Through Bert's website, www.westforkwealthmanagement.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
- West Fork Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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