Benjamin Lupu
Kensington A.M.I. · Burbank, California
Benjamin Lupu is a fee-only financial advisor at Kensington A.M.I. in Burbank, California, who holds the CFP credential. Kensington A.M.I. reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Kensington A.M.I. |
|---|---|
| Based in | Burbank, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Fees (firm's website) | No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $80.2M across 102 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 874846 |
| Exams passed | Series 63 (1979) · Series 65 (2001) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.kensingtonami.com |
How Benjamin's firm compares
- Kensington A.M.I.'s average account is about $786,000, from its Form ADV (assets managed divided by 102 accounts).
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Questions about Benjamin
Is Benjamin Lupu a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Benjamin holds no broker registration, and Kensington A.M.I. reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Benjamin charge for financial advice?
Benjamin's firm, Kensington A.M.I., reports charging a percentage of assets on its SEC Form ADV.
How much does Benjamin charge?
According to Kensington A.M.I.'s website, checked October 30, 2026: no asset minimum.
Where is Benjamin Lupu based?
Benjamin Lupu is based in Burbank, California.
What credentials does Benjamin Lupu hold?
Benjamin Lupu holds the CFP credential.
Is Benjamin Lupu registered with the SEC?
Yes. Benjamin Lupu is registered as an investment adviser representative in CA (CRD 874846), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Kensington A.M.I. manage?
Kensington A.M.I. reports $80.2M across 102 accounts in assets under management.
How do I contact Benjamin Lupu?
Through Benjamin's website, www.kensingtonami.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Kensington A.M.I. website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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