Kenneth Leblanc
Kenneth Leblanc is a CFP-designated registered investment advisor at Personal Financial Solutions, LLC, based in Manasquan, NJ, with 24 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 114 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.15% |
| $1M+ | 1.00% |
Fees are negotiable on a client-by-client basis.
Fee Estimator
Location
2517 Hwy 35, Bldg I Suite 103, Manasquan, NJ, 08736
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kenneth is a Managing Member and Registered Investment Advisor at KML Financial Services Group, LLC, a fee-only financial planning and investment management firm. He dedicates about half of his time to financial planning and investment management.
Employment History
Current Registrations
Personal Financial Solutions, LLC
Kml Financial Services Group, L.L.C.
Previous Registrations
Network 1 Financial Securities INC.Broker
Cadaret, Grant & CO., INC.Broker
Network 1 Financial SecuritiesBroker
Jonathan Alan & CO., INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.