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 advisory firm organized as an LLC and registered with the SEC since 2005. The firm is owner-operated (individual owner) and serves primarily individual and family clients with a mix of fee arrangements, including a percentage of assets under management, hourly charges, and fixed fees. Core advisory services listed include comprehensive financial planning, portfolio management for individuals and small businesses, and pension consulting. Kensington does not describe itself as an active ESG investor and is not structured as a capital allocator or multi-state adviser. Kensington’s public filing indicates a preference for publicly available pooled vehicles—mutual funds and other public funds—combined with allocations to external alternative managers. The firm relies on third-party managers rather than operating proprietary pooled investment vehicles.