BENTLEY FINANCIAL GROUP
SEC RegisteredProviding You With Financial Well-Being
About the firm
Founded in October 2002, Bentley Financial Group is headquartered in Downers Grove, IL with satellite offices in Phoenix, AZ, and Durango, CO, and is dedicated to care, quality, and a premium client experience. The firm's team includes CERTIFIED FINANCIAL PLANNERS® (CFPs®), Certified Public Accountants® (CPAs®), and Enrolled Agents® (EAs®) with collectively over 75 years of experience. As fiduciaries in advisory relationships, the firm is committed to the highest standard of care and transparency in helping clients pursue their financial objectives.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers financial planning, wealth management, estate planning, tax planning, investment management (including discretionary portfolio management, customized asset allocation, tactical adjustments and rebalancing, and risk assessment), financial and insurance planning (including income and retirement, 401(k) plans, college savings, wealth preservation, asset protection, life, long-term care, and disability insurance), wealth and estate planning (including generational wealth transfer, business succession, tax advantaged strategies, wills and trusts, and charitable giving), and client communications including newsletters, educational white papers, and periodic client reviews.
Who they serve
Individuals, families, business owners, and entities
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 470 | $393M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of February 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BENTLEY FINANCIAL GROUP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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