Kendall Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$62,049,915
Clients
32
50% high-net-worth
Advisors
1
of 3 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
32
LowAverage account size
$1,939,060
About
Kendall Wealth LLC provides investment advisory services to individuals (including high-net-worth clients), trusts and estates, combining discretionary portfolio management with financial planning and consulting. The firm constructs diversified portfolios primarily using low-cost mutual funds and ETFs and charges advisory fees based on assets under management while also offering hourly or fixed-fee planning engagements.
The firm’s investment approach is long-term and informed by fundamental analysis and modern portfolio theory, with portfolios tailored to clients’ goals, risk tolerance and legacy or tax considerations; clients may impose reasonable investment restrictions. For implementation and trading, Kendall Wealth leverages Forum Financial Management’s turnkey asset management platform and models while retaining oversight and performing ongoing account reviews and client communication.
A distinctive feature is the firm’s affiliation with a separately operated law practice that provides tailored estate-planning services, a relationship noted as uncommon among peers and offered as an optional, separate engagement. Kendall Wealth is a small, single-advisor practice managing roughly $62 million for a limited client base, which the firm says allows for concentrated, principal-level oversight and occasional flexibility on its stated account minimum.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Fee options
Fixed fees range from $950 to $20,000 per engagement
$750,000 - $1,500,000: 1.25% annually $1,500,001 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.75% annually $5,000,001+: 0.60% annually
$350 to $625 per hour
Account minimum: $2,000,000 Fee-only: Hourly fees range from $350 to $625 per hour; Fixed fees range from $950 to $20,000 per engagement
Main office location
Kendall Wealth LLC
10 Rogers Street, Suite 118
Cambridge MA 02142, United States
Number of offices
1
Most active in
Kendall Wealth LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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