# Picket Fence Financial, LLC

> Picket Fence Financial, LLC is a state-registered investment advisory firm in Forest Hill, MD, registered since 2006, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 13, 2025.

- CRD: 139262
- Filed as: PICKET FENCE FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Forest Hill, MD
- Filing period: October 2026
- Form ADV filing dated: March 13, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/139262
- AdvisorCensus page: https://advisorcensus.com/firm/picket-fence-financial-llc-forest-hill-md-139262

## Quick answers

**How is Picket Fence Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Picket Fence Financial, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Picket Fence Financial, LLC located?**
Picket Fence Financial, LLC's principal office is in Forest Hill, MD, according to its Form ADV.

**Is Picket Fence Financial, LLC registered with the SEC or a state?**
Picket Fence Financial, LLC is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 139262.

**How much does Picket Fence Financial, LLC manage?**
Picket Fence Financial, LLC reports $50,473,798 in regulatory assets under management in its Form ADV filing dated March 13, 2025 (100% discretionary).

**What types of clients does Picket Fence Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (54); high net worth individuals (37); pension and profit sharing plans (but not the plan participants or government pension plans) (5).

**Does Picket Fence Financial, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/139262

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $50,473,798
- Discretionary: $50,473,798
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 54 | $13,965,924 |
| High net worth individuals | 37 | $30,005,910 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $6,501,964 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2006 (20 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- picketfencefinancial.com
- Facebook @PICKET-FENCE-FINANCIAL-267487601765
- LinkedIn @KIRK-KINDER-CFP-420A321
- X @KIRKKINDER

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Picket Fence Financial, LLC (CRD 139262): Form ADV filing data as of October 2026.