Kensington Financial Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kensington Financial Advisors serves individuals — including high‑net‑worth clients — as well as pension and profit‑sharing plans, trusts, estates, charitable organizations and business entities. Its services include discretionary and non‑discretionary investment management, integrated financial planning, pension consulting, and other negotiated consulting engagements.
The firm tailors portfolios to client objectives and may use both fundamental and technical analysis, model portfolios, and, when suitable, short‑term trades or option and margin strategies subject to a client’s risk tolerance. Financial planning is commonly provided as part of investment management relationships, and pension consulting work can include investment policy development, vendor selection and participant education seminars.
Distinctive aspects for a small, two‑adviser firm include a required custody and brokerage relationship with Charles Schwab, through which the firm receives institutional support services, and an explicit ERISA fiduciary role when advising retirement plans. Kensington also provides bespoke consulting (for example, acting as a health‑care power of attorney on request), aggregates household accounts for fee breakpoints, and directly debits advisory fees from client accounts.
Client services
Expertise
Occupation focus
Fee options
Fixed fee for financial planning services ranging between $250 and $10,000; fees negotiable.
Less than $500,000 - $500,000: 1.0% $500,000 - $1,000,000: $5,000 + 0.9% of AUM over $500,000 $1,000,000 - $2,000,000: $9,500 + 0.8% of AUM over $1,000,000 $2,000,000 - $4,000,000: $17,500 + 0.7% of AUM over $2,000,000 $4,000,000 - $8,000,000: $31,500 + 0.6% of AUM over $4,000,000 $8,000,000 - $16,000,000: $55,500 + 0.5% of AUM over $8,000,000 $16,000,000+: $95,500 + 0.4% of AUM over $16,000,000
Hourly fee for financial planning services from $200 to $400 per hour.
Fee-only: Fixed fee for financial planning: $250 - $10,000; Hourly fee for financial planning: $200 - $400 per hour; Fees are negotiable.
Main office
101 Eisenhower Parkway, Suite 300
Roseland NJ 07068
Advisors at this office
2
Most active in
Florida · New Hampshire · New Jersey · New York · Pennsylvania · Texas
Also doing business as
Fig Tree Wealth Management · Kensington Financial Advisors LLC · National Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Cheryl W
Series 63, Series 65
Roseland, NJ
Kensington Financial Advisors LLC
Cheryl Werbeloff is a financial advisor at Kensington Financial Advisors LLC with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities Inc. and National Wealth Management, LLC. Kensington Financial Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm combines discretionary and non-discretionary investment management with financial planning and consulting services, using a range of strategies and instruments while providing plan-level services and participant education for retirement plans.
David F
CFP®, CFA®, Series 63, Series 66
Roseland, NJ
Kensington Financial Advisors LLC
David Fuhrman is a CFP® and CFA® with 23 years of industry experience. He has worked at Kensington Financial Advisors LLC since 2022 and previously spent 15 years at National Wealth Management, LLC. Outside of his advisory role, he serves as a director of Bush Refrigeration Inc., a nationwide distributor of commercial refrigeration equipment. Kensington Financial Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers wealth management combining discretionary and non-discretionary investment management with financial planning and consulting services, utilizing a range of investment strategies and instruments tailored to client suitability.
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