KENDALL WEALTH LLC

Overview

Kendall Wealth LLC is a small, independent registered investment adviser that serves individual and family clients. The firm operates as a capital allocator, favoring pooled public funds and mutual funds as the primary vehicle for client portfolios while also engaging third‑party managers where appropriate. Its advisory scope emphasizes financial planning, portfolio management for individuals and small businesses, and selection of other advisers, which points to a model that blends in‑house advice with delegated manager relationships. The firm’s fee mix includes percentage‑of‑AUM billing plus hourly and fixed fees, so it can accommodate both ongoing portfolio relationships and project‑based planning work. Kendall Wealth LLC lists an industry affiliation with a law firm, suggesting access to integrated estate or tax planning support alongside investment services. It does not position itself as an ESG specialist, and it is not designated as a multi‑state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices