Kenneth Frenke & Co

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Client assets under management

$206,511,505

Clients

245

24% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

123

Very High

Average account size

$842,904

About

Kenneth Frenke & Co. provides fee‑only financial planning and discretionary portfolio management primarily for individual and high‑net‑worth clients, as well as trusts and estates. Engagements typically begin with an initial financial overview and may include ongoing implementation of an Investment Policy Statement tailored to the client's goals.

The firm generally constructs client portfolios using mutual funds and exchange‑traded funds and employs methods such as fundamental analysis, modern portfolio theory, and long‑term purchase strategies. It manages client accounts on a discretionary basis and acknowledges its fiduciary duty when advising on retirement accounts under applicable rules.

Kenneth Frenke & Co. characterizes its services as financial counsel delivered from a Biblical perspective, which it integrates into its planning conversations and recommendations. The firm operates with a small advisory team managing approximately $206.5 million in client assets, is compensated solely by advisory fees (no commissions or performance‑based fees), and discloses no disciplinary history.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Wealth management Cash flow / budgeting

Fee options

Fixed

Financial planning fees range from $1,500 to $5,000 depending on complexity

Percentage

$0 - $500,000: 1.00% $500,000 - $1,500,000: 0.75% $1,500,000 - $2,500,000: 0.50% $2,500,000+: 0.25%

Other

Minimum fee: $1,250 minimum annual fee for accounts under management, may be waived at discretion Fee-only: Fee-only financial counsel; no commissions or other compensation from securities or insurance sales

Main office location

Kenneth Frenke & Co

15 Loop Road, Suite 105

Arden NC 28704, United States

Number of offices

Most active in

Florida · Georgia · North Carolina · Tennessee · Texas

Disclosures

Business activities & affiliations

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.

Lawyer

They provide legal services, typically billed separately.

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

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 828-654-9343

Advisors at this firm

Ronald Z

CFP®

Atlanta, GA

Kenneth Frenke & Co

Ronald Zimmerman is a CFP® professional with 29 years of industry experience, currently serving at Kenneth Frenke & Co since 2001. He is based in Atlanta, GA, and is one of three advisors at the firm. Kenneth Frenke & Co. provides fee-only financial planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, and estates. The firm develops individualized Investment Policy Statements and typically implements portfolios using mutual funds and ETFs, applying fundamental analysis, modern portfolio theory, and a long-term purchase orientation.

General retirement planning Wealth management Cash flow / budgeting

Kenneth D

CFP®, Series 65

Arden, NC

Kenneth Frenke & Co

Kenneth Downer is a CFP® with 18 years of industry experience, currently serving at Kenneth Frenke & Co since 2007. He holds the Series 65 license and is based in Arden, NC. Kenneth Frenke & Co. provides fee-only financial planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, and estates. The firm integrates financial counsel from a Biblical perspective and employs methods such as fundamental analysis and modern portfolio theory to develop individualized Investment Policy Statements.

General retirement planning Wealth management Cash flow / budgeting

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