Cheryl Werbeloff
Kensington Financial Advisors · Roseland, New Jersey
Cheryl Werbeloff is a fee-only financial advisor at Kensington Financial Advisors in Roseland, New Jersey. Kensington Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Kensington Financial Advisors |
|---|---|
| Based in | Roseland, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $159.9M across 349 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 5752927 |
| Exams passed | Series 63 (2010) · Series 65 (2020) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.kfinadvisors.com |
| Profile |
How Cheryl's firm compares
- Kensington Financial Advisors's average account is about $458,000, from its Form ADV (assets managed divided by 349 accounts).
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Questions about Cheryl
Is Cheryl Werbeloff a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cheryl holds no broker registration, and Kensington Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cheryl charge for financial advice?
Cheryl's firm, Kensington Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Cheryl Werbeloff based?
Cheryl Werbeloff is based in Roseland, New Jersey.
Is Cheryl Werbeloff registered with the SEC?
Yes. Cheryl Werbeloff is registered as an investment adviser representative in NJ (CRD 5752927), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kensington Financial Advisors manage?
Kensington Financial Advisors reports $159.9M across 349 accounts in assets under management.
How do I contact Cheryl Werbeloff?
Through Cheryl's website, www.kfinadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Roseland
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
- 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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