How does the advisor help clients – Key Takeaways:
KENDALL WEALTH LLC is a highly reputable financial firm that provides expert financial advice to its clients. The firm offers a wide array of services, including financial planning, investment management, tax planning, and retirement planning. With a dedicated team of experienced advisors, KENDALL WEALTH LLC strives to help its clients achieve their financial goals and secure their financial future.
Facts and Insights:
Founded in 2005, KENDALL WEALTH LLC has a strong track record of delivering exceptional financial services to its clients. The firm has a team of highly qualified and experienced advisors who are committed to providing personalized and comprehensive financial advice to their clients. With a focus on building long-term relationships, KENDALL WEALTH LLC has gained a loyal client base and has become one of the leading financial firms in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 15 |
| 2006 | $750 million | 20 |
| 2007 | $1 billion | 25 |
As per the latest report, KENDALL WEALTH LLC manages over $1 billion in assets and has a team of 25 experienced advisors who are ready to assist you with all your financial needs.
Financial Services Offered:
KENDALL WEALTH LLC offers a comprehensive range of financial services that cater to the diverse needs of its clients. Some of the services provided by the firm include:
- Financial planning
- Investment management
- Tax planning
- Retirement planning
- Estate planning
- Insurance planning
Client Types:
KENDALL WEALTH LLC is committed to serving a wide range of individuals, families, and businesses. The firm caters to the financial needs of the following types of clients:
- High-net-worth individuals
- Business owners
- Retirees
- Young professionals
- Individuals and families seeking financial planning services
Fees & Compensation:
At KENDALL WEALTH LLC, transparency and integrity are of utmost importance. The firm operates on a fee-only structure, meaning that the only compensation they receive is directly from their clients. This eliminates any conflicts of interest and ensures that the advisors are solely focused on the best interest of their clients. The firm’s fees are transparent and based on a percentage of assets under management or a flat fee for financial planning services.
Background:
KENDALL WEALTH LLC was founded by John Kendall, a highly experienced and successful financial advisor with over 20 years of experience in the industry. He is a Certified Financial Planner (CFP) and has a deep understanding of financial markets and investment strategies. Under his leadership, KENDALL WEALTH LLC has grown to become one of the most reputable financial firms in the country.
Financial Advisor Disclosures to Know:
KENDALL WEALTH LLC follows strict compliance guidelines to ensure the highest ethical standards and transparency in its operations. As per regulations, the firm’s advisors are required to disclose any potential conflicts of interest or disciplinary actions taken against them. Clients can access this information through the firm’s Form ADV, which is available on the Securities and Exchange Commission’s website.