Firm
Kenneth Frenke & Co.
Arden, North Carolina
Fee-only
Kenneth Frenke & Co. at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 3 employees and 245 individual clients, 58 of them high net worth.
- Its average account is about $281,000 (assets it manages divided by its 734 accounts).
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Arden, North Carolina |
|---|---|
| [email protected] | |
| Phone | (828) 654-9343 |
Kenneth Frenke & Co. fees
Kenneth Frenke & Co. doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $207 million |
| Individual clients | 187 |
| High-net-worth clients | 58 |
| Accounts managed | 734 |
| Employees | 3 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-56310) |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 109352 |