Kendal Fordham
Privileged Planning · Green Cove Springs, Florida
Kendal Fordham is a fee-only financial advisor at Privileged Planning in Green Cove Springs, Florida. Kendal charges a percentage of assets, a flat fee or retainer, hourly fees and a one-time planning fee (ongoing planning from $3,750 a year and one-time plans from $2,000) and focuses on small business owners and divorce financial planning.
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Specialties
Who they serve
- Founders
- High earners
- Divorced individuals
Facts
| Firm | Privileged Planning |
|---|---|
| Based in | Green Cove Springs, Florida |
| Fee model | Percentage of assets · Flat fee or retainer · Hourly · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $3,750 a year · One-time plans from $2,000 · $300 an hour · 1.85% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $41.1M across 378 accounts |
| SEC registration | Investment adviser representative in FL · CRD 6504618 |
| Exams passed | Series 65 (2022) · Series 66 (2016) |
| Firm size | 6 employees |
| Disclosures | Reported; see the SEC record |
| Website | privilegedplanning.com |
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Questions about Kendal
Is Kendal Fordham a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kendal holds no broker registration, and Privileged Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kendal charge for financial advice?
Kendal charges a percentage of assets, a flat fee or retainer, hourly fees and a one-time planning fee.
How much does Kendal charge?
According to Privileged Planning's website, checked October 30, 2026: ongoing planning from $3,750 a year; one-time plans from $2,000; $300 an hour; 1.85% a year on the first tier of assets managed.
Where is Kendal Fordham based?
Kendal Fordham is based in Green Cove Springs, Florida.
What does Kendal specialize in?
Kendal's specialties include small business owners and divorce financial planning. Kendal works with founders, high earners and divorced individuals.
Is Kendal Fordham registered with the SEC?
Yes. Kendal Fordham is registered as an investment adviser representative in FL (CRD 6504618), 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 Privileged Planning manage?
Privileged Planning reports $41.1M across 378 accounts in assets under management.
How do I contact Kendal Fordham?
Through Kendal's website, privilegedplanning.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
- Privileged Planning 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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