Kensington Financial Advisors LLC fees and pricing
Financial planner in Roseland, New Jersey. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 29, 2026, Kensington Financial Advisors LLC charges $200-$400 an hour and a flat or project fee of $250-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200-$400/hr
“We charge either a fixed fee for financial planning services ranging between $250 and $10,000 or an hourly fee between $200 and $400 per hour.”
- Flat or project fee
- $250-$10,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Kensington Financial Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our annual investment management fee is billed and payable quarterly in advance based on the value of your account on the last day of the previous quarter.”
- “Our advisory fee is negotiable, depending on individual client circumstances.”
- “The fees are negotiable depending upon the complexity and scope of the plan, your financial situation, and your objectives.”
How Kensington Financial Advisors LLC’s fees compare
- Its hourly rate of $200-$400 spans the New Jersey median of $300. 46% of the 174 other New Jersey planners that publish an hourly rate charge less.
- Its flat or project fee of $250-$10,000 spans the New Jersey median of $5,000. 54% of the 168 other New Jersey planners that publish a flat or project fee charge less.
About Kensington Financial Advisors LLC
“We provide wealth management services designed to provide you with a complete investment plan that is aimed at integrating your overall tax, estate and other planning and investment needs.”
- Firm size: 2 employees.
- Registered as an adviser: 2005 (21 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 91
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and other services
- Assets managed
- $159,918,342
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 136346
- Phone
- (201) 201-0439
Can advise clients in 6 states: Florida, New Hampshire, New Jersey, New York, Pennsylvania, Texas
Other planners in New Jersey that publish fees
- 3I Wealth Management LLCFairfield$1,500, $2,500/yr
- A.m. Perricone LLCShamong$20,000
- Able Wealth Management LLCToms River$250-$500/hr, $2,500-$100,000
- Access WealthEast Hanover$8,000-$18,000/yr
- Adviso WealthPrinceton$300-$450/hr, $500-$20,000
- Ahara AdvisorsJersey City$1,000/hr
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.