Kenneth Robinson
Sax Wealth Advisors, LLC · New York, New York
Kenneth Robinson is a fee-only financial advisor at Sax Wealth Advisors, LLC in New York, New York, who holds the CFP, JD and CPA credentials. Kenneth focuses on tax planning, estate & legacy planning and retirement planning. Sax Wealth Advisors, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Sax Wealth Advisors, LLC |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $3.60B across 5,429 accounts |
| Credentials | CFP · JD · CPA · CFA · MBA · CeFT · RLP · MS |
| SEC registration | Investment adviser representative in NJ, OH · CRD 4552919 |
| Exams passed | Series 65 (2002) |
| Firm size | 39 employees |
| Disclosures | None reported |
| Website | saxwa.com/contact |
| Profile |
How Kenneth's firm compares
- Sax Wealth Advisors, LLC's average account is about $662,000, from its Form ADV (assets managed divided by 5,429 accounts).
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Questions about Kenneth
Is Kenneth Robinson a fee-only financial advisor?
Yes. Kenneth Robinson is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kenneth's firm.
How does Kenneth charge for financial advice?
Kenneth's firm, Sax Wealth Advisors, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kenneth Robinson based?
Kenneth Robinson is based in New York, New York.
What does Kenneth specialize in?
Kenneth's specialties include tax planning, estate & legacy planning and retirement planning.
What credentials does Kenneth Robinson hold?
Kenneth Robinson holds the CFP, JD, CPA, CFA, MBA, CeFT, RLP and MS credentials.
Is Kenneth Robinson registered with the SEC?
Yes. Kenneth Robinson is registered as an investment adviser representative in NJ and OH (CRD 4552919), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Sax Wealth Advisors, LLC manage?
Sax Wealth Advisors, LLC reports $3.60B across 5,429 accounts in assets under management.
How do I contact Kenneth Robinson?
Through Kenneth's website, saxwa.com/contact.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Sax Wealth Advisors, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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