Kenneth Frenke & Co
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$206,511,505
Total clients
245
24% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
123
Average account size
$842,904
About
Kenneth Frenke & Co. provides fee‑only financial planning and discretionary portfolio management primarily for individual and high‑net‑worth clients, as well as trusts and estates. Engagements typically begin with an initial financial overview and may include ongoing implementation of an Investment Policy Statement tailored to the client's goals.
The firm generally constructs client portfolios using mutual funds and exchange‑traded funds and employs methods such as fundamental analysis, modern portfolio theory, and long‑term purchase strategies. It manages client accounts on a discretionary basis and acknowledges its fiduciary duty when advising on retirement accounts under applicable rules.
Kenneth Frenke & Co. characterizes its services as financial counsel delivered from a Biblical perspective, which it integrates into its planning conversations and recommendations. The firm operates with a small advisory team managing approximately $206.5 million in client assets, is compensated solely by advisory fees (no commissions or performance‑based fees), and discloses no disciplinary history.
Client services
Expertise
Fee options
Financial planning fees range from $1,500 to $5,000 depending on complexity
$0 - $500,000: 1.00% $500,000 - $1,500,000: 0.75% $1,500,000 - $2,500,000: 0.50% $2,500,000+: 0.25%
Minimum fee: $1,250 minimum annual fee for accounts under management, may be waived at discretion Fee-only: Fee-only financial counsel; no commissions or other compensation from securities or insurance sales
Main office location
Kenneth Frenke & Co
15 Loop Road, Suite 105
Arden NC 28704, United States
Number of offices
3
Most active in
Florida · Georgia · North Carolina · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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