Robert Kohn
Tenzing Financial · Williamsburg, Virginia
Robert Kohn is a fee-only financial advisor at Tenzing Financial in Williamsburg, Virginia, who holds the CFP credential. Robert focuses on retirement planning, estate & legacy planning and family wealth transfer. Tenzing Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Multi-generational families
- Mid-life transitions
Facts
| Firm | Tenzing Financial |
|---|---|
| Based in | Williamsburg, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $231.1M across 752 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, VA · CRD 6316830 |
| Exams passed | Series 66 (2017) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.tenzingfinancial.us |
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Questions about Robert
Is Robert Kohn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Tenzing Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Tenzing Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Robert Kohn based?
Robert Kohn is based in Williamsburg, Virginia.
What does Robert specialize in?
Robert's specialties include retirement planning, estate & legacy planning and family wealth transfer. Robert works with retirees, multi-generational families and mid-life transitions.
What credentials does Robert Kohn hold?
Robert Kohn holds the CFP credential.
Is Robert Kohn registered with the SEC?
Yes. Robert Kohn is registered as an investment adviser representative in TX and VA (CRD 6316830), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tenzing Financial manage?
Tenzing Financial reports $231.1M across 752 accounts in assets under management.
How do I contact Robert Kohn?
Through Robert's website, www.tenzingfinancial.us.
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
- Tenzing Financial 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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