Kurt Krokenberger
Factorpoint Planning · Pittsford, New York
Kurt Krokenberger is a fee-only financial advisor at Factorpoint Planning in Pittsford, New York. Factorpoint Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Factorpoint Planning |
|---|---|
| Based in | Pittsford, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $287.9M across 565 accounts |
| SEC registration | Investment adviser representative in NY, TX · CRD 6283190 |
| Exams passed | Series 66 (2014) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.factorplanning.com |
| Profile |
How Kurt's firm compares
- Factorpoint Planning's average account is about $510,000, from its Form ADV (assets managed divided by 565 accounts).
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Questions about Kurt
Is Kurt Krokenberger a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kurt holds no broker registration, and Factorpoint Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kurt charge for financial advice?
Kurt's firm, Factorpoint Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kurt Krokenberger based?
Kurt Krokenberger is based in Pittsford, New York.
Is Kurt Krokenberger registered with the SEC?
Yes. Kurt Krokenberger is registered as an investment adviser representative in NY and TX (CRD 6283190), 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 Factorpoint Planning manage?
Factorpoint Planning reports $287.9M across 565 accounts in assets under management.
How do I contact Kurt Krokenberger?
Through Kurt's website, www.factorplanning.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
- 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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