Kenneth Wittenberg
Wittenberg Investments · Troy, Michigan
Kenneth Wittenberg is a fee-only financial advisor at Wittenberg Investments in Troy, Michigan. Kenneth focuses on retirement planning, estate & legacy planning and founders (pre-exit). Wittenberg Investments reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Wittenberg Investments |
|---|---|
| Based in | Troy, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $89.3M across 213 accounts |
| SEC registration | Investment adviser representative in FL, MI, TX · CRD 2571037 |
| Exams passed | Series 63 (1995) · Series 65 (2014) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.wittenberginvestments.com |
| Profile |
How Kenneth's firm compares
- Wittenberg Investments's average account is about $419,000, from its Form ADV (assets managed divided by 213 accounts).
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Questions about Kenneth
Is Kenneth Wittenberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kenneth holds no broker registration, and Wittenberg Investments 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, Wittenberg Investments, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Kenneth Wittenberg based?
Kenneth Wittenberg is based in Troy, Michigan.
What does Kenneth specialize in?
Kenneth's specialties include retirement planning, estate & legacy planning and founders (pre-exit).
Is Kenneth Wittenberg registered with the SEC?
Yes. Kenneth Wittenberg is registered as an investment adviser representative in FL, MI and TX (CRD 2571037), 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 Wittenberg Investments manage?
Wittenberg Investments reports $89.3M across 213 accounts in assets under management.
How do I contact Kenneth Wittenberg?
Through Kenneth's website, www.wittenberginvestments.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
- Wittenberg Investments 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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