Kenneth Mason
Mason & Associates · Newport News, Virginia
Kenneth Mason is a fee-only financial advisor at Mason & Associates in Newport News, Virginia. Mason & Associates reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Kenneth →
Facts
| Firm | Mason & Associates |
|---|---|
| Based in | Newport News, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $471.4M across 1,687 accounts |
| SEC registration | Investment adviser representative in TX, VA · CRD 2062196 |
| Exams passed | Series 63 (1993) · Series 65 (2000) |
| Firm size | 11 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.masonllc.net |
How Kenneth's firm compares
- Mason & Associates's average account is about $279,000, from its Form ADV (assets managed divided by 1,687 accounts).
Request an introduction to Kenneth
Tell Kenneth a little about what you're looking for. Kenneth isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Kenneth
Is Kenneth Mason a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kenneth holds no broker registration, and Mason & 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's firm, Mason & Associates, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kenneth Mason based?
Kenneth Mason is based in Newport News, Virginia.
Is Kenneth Mason registered with the SEC?
Yes. Kenneth Mason is registered as an investment adviser representative in TX and VA (CRD 2062196), 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 Mason & Associates manage?
Mason & Associates reports $471.4M across 1,687 accounts in assets under management.
How do I contact Kenneth Mason?
Through Kenneth's website, www.masonllc.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Newport News
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.
See something wrong? Request a correction. Read our methodology.