Advisor at Financial Engineering LLC
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Firm
Financial Engineering LLC
Location
Sparta, NJ
Credentials
Series 66
Industry experience
6 years
Kenneth Gibbons is a financial advisor at Financial Engineering LLC in Sparta, NJ, with six years of industry experience. He holds a Series 66 designation and has previously worked at AXA Advisors LLC, David Gerson CPA, and Professional and Reliable Accounting Services LLC. In addition to his advisory role, he owns Financial Strategies LLC, an insurance and annuities business. Financial Engineering LLC serves individuals, families, business owners, and pension/retirement plan sponsors with financial planning, investment advisory services using third-party managers, and retirement-plan consulting. The firm combines accounting and tax preparation services with financial planning and offers insurance and annuity products through an affiliated insurance practice.
Based on Financial Engineering LLC
Based on Financial Engineering LLC
Financial Planning fixed fee ranging from $1,500 and upward; seminar fees from free to $10,000 per seminar or up to $100 per participant; speaking engagement fees from free to $10,000 per day plus travel expenses
$0 - $250,000: 1.15% $250,001 - $500,000: 1.05% $500,001 - $1,000,000: 1.00% $1,000,001 - $1,750,000: 0.90% $1,750,001 - $2,750,000: 0.75% $2,750,001 - $5,000,000: 0.70% $5,000,001+: 0.60% (negotiable)
Insurance products commissions through affiliated entity Financial Strategies, LLC
Financial Planning hourly fee between $250 and $450 per hour
Ongoing financial planning monthly fees ranging from $120 to $260 per month; Plan Confidence™ monthly fees from $30 to $800 per account
Fee-only: Comprehensive Financial Planning fixed fees starting at $1,500; Financial Planning fixed fees range $1,500 and up; hourly fees $250 to $450 per hour; ongoing monthly planning fees $120 to $260 per month depending on plan
Sparta, NJ
New Jersey
Financial Engineering LLC
2020 - Present (6 years)
AXA Advisors LLC
2019 - 2019 (1 year)
David Gerson CPA
2015 - 2018 (3 years)
Professional and Reliable Accounting Services LLC
2012 - 2020 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Vetter Planning
Thomas Vetter is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and the founder of Vetter Planning. He chose to establish Vetter Planning because of his desire to help individuals and small businesses develop financial plans that are designed to achieve their goals. It was founded upon principles that place the utmost value on its clients’ financial goals and objectives. It is in the business of building long-term, solid relationships that are based upon trust and quality client service. Since 2002, Tom has been providing financial planning and investment advice. He graduated from Siena College in Loudonville, NY with a Bachelor of Science degree in Finance. Prior to founding Vetter Planning, he was a Senior Financial Analyst for Guardian Life and an Investment Analyst for NYC Housing Development Corporation. Tom resides in Randolph, New Jersey with his wife, Jennifer, son Gavin, and daughters, Abigail and Claire. His interests include volunteering, coaching youth sports, golf, and mountain biking.
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