Kenneth Newberry
Kenneth Newberry is a registered investment advisor at Crux Wealth Advisors, based in Stevenson Ranch, CA, with 16 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 576 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Crux Wealth Advisors charges a percentage of your portfolio each year. The exact percentage is negotiable. Fees are billed monthly, in advance, based on the average daily balance of your account. If you add or remove funds during the month, the fee is adjusted accordingly.
Location
25101 the Old Road, Ste 114, Stevenson Ranch, CA, 91381
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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 an independent contractor for Crux Wealth Advisors and a financial advisor and owner of Triton Wealth Advisors, dedicating about half his time to each. He is also a registered representative for Arete Wealth Management, LLC, spending about 10-20% of his time in that role.
Employment History
Current Registrations
Crux Wealth Advisors
Arete Wealth Management, LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Waddell & Reed
Waddell & ReedBroker
Prudential Securities IncorporatedBroker
State Registrations9 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.