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David A. Fuhrman

Investment adviser representative at Kensington Financial Advisors LLC
19 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$159.9MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

19 years in the industry.

  1. Kensington Financial Advisors LLCApr 2022 to now
  2. National Wealth Management, LLCNov 2007 to Apr 2022

Designations

  • CFA
  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2002
  • Series 66 · Uniform Combined State Law2002

State registrations

Registered as an investment adviser representative in 1 state (NJ).

Kensington Financial Advisors LLC

$159.9MAssets managed
91Clients
2Advisers
21 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4491064
Firm CRD
136346
Advisor's SEC record (opens in a new tab)
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