Bentley Financial Group

Bentley Financial Group, Inc. is an investment advisor firm located in Downers Grove, IL, established in January 2025. The firm specializes in managing a wrap fee program, the BFG Wrap Program, under LPL Financial's Strategic Wealth Management platform. Clients in the program grant Bentley Financial Group discretionary authority to manage their accounts, with the firm providing investment management services and arranging brokerage transactions under a single annual advisory fee. The advisory fee is negotiable and based on a percentage of the assets under management, varying among advisors within the firm. Clients do not pay separate brokerage commissions or transaction charges in addition to the advisory fee. Bentley Financial Group acts as a fiduciary, obligated to act in the best interests of clients, providing services such as asset management, financial planning, and consulting. The firm uses fundamental analysis for investment decisions and offers various investment strategies tailored to individual client needs and risk tolerances. Clients have the ability to contact portfolio managers and receive regular account reviews. The firm does not accept performance-based fees and discloses any client referrals or compensation received. Bentley Financial Group maintains a Code of Ethics for employees and does not vote proxies on behalf of clients. Clients are encouraged to review the firm's ADV Part 2A for additional information.