Donald Benson
PVG Asset Management · Oneonta, New York
Donald Benson is a fee-only financial advisor at PVG Asset Management in Oneonta, New York, who holds the CFP credential. PVG Asset Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | PVG Asset Management |
|---|---|
| Based in | Oneonta, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $624.9M across 746 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, NY · CRD 2997972 |
| Exams passed | Series 63 (1998) · Series 65 (2001) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | pvgassetmanagement.com |
How Donald's firm compares
- PVG Asset Management's average account is about $838,000, from its Form ADV (assets managed divided by 746 accounts).
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Questions about Donald
Is Donald Benson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Donald holds no broker registration, and PVG Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Donald charge for financial advice?
Donald's firm, PVG Asset Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Donald Benson based?
Donald Benson is based in Oneonta, New York.
What credentials does Donald Benson hold?
Donald Benson holds the CFP credential.
Is Donald Benson registered with the SEC?
Yes. Donald Benson is registered as an investment adviser representative in FL and NY (CRD 2997972), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does PVG Asset Management manage?
PVG Asset Management reports $624.9M across 746 accounts in assets under management.
How do I contact Donald Benson?
Through Donald's website, pvgassetmanagement.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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