Kenneth Robinson is a CFP-designated registered investment advisor at Kcr Wealth Management, LLC, based in Reston, VA, with 26 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, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 38 clients with $86M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.65% |
| $3.0M - $5.0M | 0.45% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.15% |
Fees are negotiable. Subject to a minimum annual fee of $10,000, which may be reduced or waived.
Fee Estimator
Contact
Kenneth Robinson
Location
1818 Library St, Suite 500, Reston, VA, 20190
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 →Employment History
Current Registrations
Kcr Wealth Management, LLC
Previous Registrations
Bernhardt Wealth Management, INC.
The Monitor Group, INC.
State Registrations2 states
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.
Exams
Additional Information
Ken is a leader in the industry. He has taught financial planning courses at VCU, volunteered for the local chapter of the Financial Planning Association (most recently as the President of the Board) and been quoted in several financial publications including The Wall Street Journal, New York Times, and the Washington Post. He has advocated for financial literacy programs in local schools and is active in pro bono financial planning efforts throughout the DC metro area.