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Kenneth Gibbons

Advisor at Financial Engineering LLC

Updated today

Location

Sparta, NJ

Credentials

Series 66

Industry experience

6 years

About

Kenneth Gibbons is a financial advisor at Financial Engineering LLC in Sparta, NJ, with six years of industry experience. He holds a Series 66 designation and has previously worked at AXA Advisors LLC, David Gerson CPA, and Professional and Reliable Accounting Services LLC. In addition to his advisory role, he owns Financial Strategies LLC, an insurance and annuities business. Financial Engineering LLC serves individuals, families, business owners, and pension/retirement plan sponsors with financial planning, investment advisory services using third-party managers, and retirement-plan consulting. The firm combines accounting and tax preparation services with financial planning and offers insurance and annuity products through an affiliated insurance practice.

Client services

Based on Financial Engineering LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Financial Engineering LLC

General retirement planning College savings (529s, UTMA, etc.) Debt management Business ownership considerations

Occupation focus

Based on Financial Engineering LLC

Founder/Business Owner Retired

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Fee options

Fixed

Financial Planning fixed fee ranging from $1,500 and upward; seminar fees from free to $10,000 per seminar or up to $100 per participant; speaking engagement fees from free to $10,000 per day plus travel expenses

Percentage

$0 - $250,000: 1.15% $250,001 - $500,000: 1.05% $500,001 - $1,000,000: 1.00% $1,000,001 - $1,750,000: 0.90% $1,750,001 - $2,750,000: 0.75% $2,750,001 - $5,000,000: 0.70% $5,000,001+: 0.60% (negotiable)

Commissions

Insurance products commissions through affiliated entity Financial Strategies, LLC

Project-based

Financial Planning hourly fee between $250 and $450 per hour

Subscriptions

Ongoing financial planning monthly fees ranging from $120 to $260 per month; Plan Confidence™ monthly fees from $30 to $800 per account

Other

Fee-only: Comprehensive Financial Planning fixed fees starting at $1,500; Financial Planning fixed fees range $1,500 and up; hourly fees $250 to $450 per hour; ongoing monthly planning fees $120 to $260 per month depending on plan

Location

Sparta, NJ

Most active in

New Jersey

Work history

Financial Engineering LLC

2020 - Present (6 years)

AXA Advisors LLC

2019 - 2019 (1 year)

David Gerson CPA

2015 - 2018 (3 years)

Professional and Reliable Accounting Services LLC

2012 - 2020 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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