KENSINGTON FINANCIAL ADVISORS LLC

RIASEC RegisteredEst. 2005

Total AUM

$160M

Discretionary

$159M

100% of AUM

Avg account

$458K

Accounts

349

Employees

Advisory reps

Firm details

Headquarters: ROSELAND, New Jersey
CRD number: 136346
Registered since: July 29, 2005
Website: kfinadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI90.43%
Individuals9.25%
Charitable Organizations0.31%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Kensington Financial Advisors LLC is an independent registered investment adviser that focuses on serving individual and family clients with financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm uses a mix of fee structures — percentage of AUM, hourly fees and fixed fees — which allows flexibility for both ongoing wealth management relationships and project-based planning work. Kensington emphasizes public fund vehicles as the core of client portfolios while supplementing those holdings with fixed income instruments and select alternatives to address diversification, income and risk-management goals. The firm is not positioned as an ESG investor and operates as an individual-owned RIA that has been SEC-registered since 2005.