Kenneth Klegon
William Mack & Associates · Punta Gorda, Florida
Kenneth Klegon is a fee-only financial advisor at William Mack & Associates in Punta Gorda, Florida, who holds the CFP credential. Kenneth charges a percentage of assets and an ongoing planning fee (1% a year on the first tier of assets managed) and focuses on retirement planning.
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Specialties
Facts
| Firm | William Mack & Associates |
|---|---|
| Based in | Punta Gorda, Florida |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Assets under management | $1.03B across 952 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, MI · CRD 1139339 |
| Exams passed | Series 63 (1983) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | www.wmack.com |
How Kenneth's firm compares
- William Mack & Associates's average account is about $1.1 million, from its Form ADV (assets managed divided by 952 accounts).
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Questions about Kenneth
Is Kenneth Klegon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kenneth holds no broker registration, and William Mack & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kenneth charge for financial advice?
Kenneth charges a percentage of assets and an ongoing planning fee.
How much does Kenneth charge?
According to William Mack & Associates's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Kenneth Klegon based?
Kenneth Klegon is based in Punta Gorda, Florida.
What does Kenneth specialize in?
Kenneth's specialties include retirement planning.
What credentials does Kenneth Klegon hold?
Kenneth Klegon holds the CFP credential.
Is Kenneth Klegon registered with the SEC?
Yes. Kenneth Klegon is registered as an investment adviser representative in FL and MI (CRD 1139339), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does William Mack & Associates manage?
William Mack & Associates reports $1.03B across 952 accounts in assets under management.
How do I contact Kenneth Klegon?
Through Kenneth's website, www.wmack.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
- William Mack & Associates 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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