Morgan Kenwood Advisors, LLC

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Client assets under management

$96,700,955

Clients

218

7% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

109

Very High

Average account size

$443,582

About

Morgan Kenwood Advisors, LLC is a state-registered investment adviser that provides individual portfolio management, financial planning and targeted consulting to individuals (including high-net-worth clients) and charitable organizations. The firm manages both discretionary and non-discretionary individual accounts and delivers written financial plans and periodic consulting engagements.

The firm employs a mix of fundamental and technical analysis and uses both long‑term and short‑term trading strategies, tailoring portfolios to clients’ stated objectives, time horizons, risk tolerance and liquidity needs. Accounts are continually monitored and formally reviewed at least quarterly, with clients receiving custodial statements plus quarterly performance reports from the adviser.

Distinctively, the firm operates with a single advisory professional overseeing roughly 218 client relationships and about $96.7 million in assets, producing an unusually high client-to-advisor ratio compared with most supported firms. The firm’s managing member also operates an affiliated licensed insurance agency and may receive separate compensation for insurance product implementations; the brochure discloses this relationship and notes clients are not required to use the affiliate.

Client services

Financial planning Portfolio management

Expertise

General retirement planning General tax planning Long-term care insurance Options & derivatives strategies

Fee options

Project-based

Financial Planning fees charged hourly from $100 to $200 per hour.

Other

Fee-only: Financial Planning fees charged hourly from $100 to $200 per hour; Consulting Services fees range from $2,000 to $10,200 per year, billed quarterly in advance.

Main office location

Morgan Kenwood Advisors, LLC

5130 West Loomis Road

Greendale WI 53129-1424, United States

Number of offices

Most active in

Wisconsin

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

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.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 414-423-4020

Advisors at this firm

Lee B

Series 63

Greendale, WI

Morgan Kenwood Advisors, LLC

Lee Barczak is a financial advisor at Morgan Kenwood Advisors, LLC with 43 years of industry experience. He holds a Series 63 designation and has been with Morgan Kenwood Advisors since 2004. In addition to his advisory role, he serves as president of Morgan Kenwood, Ltd., an insurance agency, and is involved in managing MK1 Realty, LLC. Morgan Kenwood Advisors, LLC provides individual portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, and charitable organizations. The firm uses a combination of fundamental and technical analysis with both long- and short-term trading strategies, tailoring portfolios to clients’ objectives and monitoring accounts regularly.

General retirement planning General tax planning Long-term care insurance Options & derivatives strategies

Phillip S

ChFC®, Series 66

Greendale, WI

Morgan Kenwood Advisors, LLC

Phillip Sparks is a ChFC®-designated financial advisor with Morgan Kenwood Advisors, LLC, where he has worked since 2008. He has 18 years of industry experience and holds a Series 66 license. Morgan Kenwood Advisors, LLC provides individual portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, and charitable organizations. The firm combines fundamental and technical analysis with both long- and short-term trading strategies, tailoring portfolios to client objectives and risk profiles, and maintains ongoing monitoring with quarterly reviews.

General retirement planning General tax planning Long-term care insurance Options & derivatives strategies

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