Firm
Kensington A.M.I.
Burbank, California
Fee-only
Kensington A.M.I. at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 53 individual clients, 1 of them high net worth.
- Its average account is about $786,000 (assets it manages divided by its 102 accounts).
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Burbank, California |
|---|---|
| Website | kensingtonami.com |
| Phone | (818) 333-5318 |
Kensington A.M.I. fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|
In the firm's words
"We do not impose account minimums, we strive to serve all people who can benefit from our services." source
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 |
|---|---|
| Assets managed | $80 million |
| Individual clients | 52 |
| High-net-worth clients | 1 |
| Accounts managed | 102 |
| Employees | 1 |
| Planning clients | 0 |
| Registered with | The SEC (801-68669) |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 145898 |