Kenneth Frenke & Co fees and pricing
Financial planner in Arden, North Carolina. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 24, 2026, Kenneth Frenke & Co charges an annual fee of $1,250 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $1,250/yr
“This minimum annual fee is currently $1,250.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Kenneth Frenke & Co bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed after services are rendered unless otherwise agreed in writing with the client.”
- “Portfolio management fees are generally payable quarterly, in arrears (i.e., after services are rendered), based on the market value of the account on the last business day of the billing period.”
- “If management begins after the start of a quarter, fees will be prorated accordingly.”
How Kenneth Frenke & Co’s fees compare
- Its annual fee of $1,250 is below the North Carolina median of $6,000. 8% of the 49 other North Carolina planners that publish an annual fee charge less.
About Kenneth Frenke & Co
“We provide fee-only financial counsel from a Biblical perspective. Specifically, KF & Co. provides financial planning and portfolio management services to individuals and high net worth individuals.”
- Firm size: 3 employees.
- Founded: 1987 (39 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $1,250 minimum fee (stated in brochure)
- Clients
- 245
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $206,511,505
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 109352
- Phone
- (828) 654-9343
Can advise clients in 5 states: Florida, Georgia, North Carolina, Tennessee, Texas
Other planners in Arden that publish fees
- Emgo Capital, LLCArden$50/mo
- 1Up Financial Advisors LLCCary$250/hr, Up to $2,500
- 30-40 Wealth PartnersCornelius$5,000-$60,000, $12,500/yr
- 360 Aviation Advisors, LLCConcord$250/hr, $1,500/qtr
- A4 Wealth Advisors LLCHuntersville$350/hr, $500-$5,000
- Abs Legacy Partners, LLCHickory$250/hr, $10,000-$200,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.