Kurt Angstadt| CFP®
Sensenig Capital Advisors, Inc.
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Collegeville, PA 19426
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Kurt Angstadt is a Philadelphia, PA area Fee-Only Financial Planner. Sensenig Capital Advisors, Inc. specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Kurt Angstadt is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Kurt Angstadt is responsible for partnering with clients to design, develop and implement financial plans that meet the client’s current and future needs. Kurt earned his Bachelor of Science in Business and Sport Management from York College of Pennsylvania and earned his Certified Financial Planning ™ (CFP®) from The American College.
Kurt is an active member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA). He began his career at Vanguard and eventually joined Bryn Mawr Trust as Vice President and Senior Investment Manager. Most recently, Kurt served as Partner and Wealth Manager at a boutique Registered Investment Advisor group in Berwyn, PA.
Kurt currently serves on the Board of Directors of the Upper Mainline YMCA and is an active member of F&A Mason.
In his spare time, Kurt enjoys tackling home improvement projects, training for triathlons and developing his wine palette. Being a native of King of Prussia, he is a loyal Philadelphia sports fan. Kurt currently lives in Berwyn, Pennsylvania with his wife and their two sons.
Sensenig Capital is an independent, fee-only wealth management firm located in the Philadelphia area.
Our advisory team has over 50 years of combined experience counseling individuals in investments and wealth management, and providing unbiased advice to sponsors of 401(k), 403(b), 457, and other company retirement plans — skills for which clients have specifically sought out Sensenig Capital.
Sensenig Capital opened its doors in 2007 when veteran advisor Carl Sensenig saw an opportunity to deliver more objective, customized advice with a focus on the clients’ best interest. At that time, Carl brought more than 20 years of experience as Vice President and Portfolio Manager to Sensenig Capital — and a commitment to the “fee-only” model, considered the “gold standard” of financial advice.
Today, Sensenig Capital proudly serves many families and small businesses in the Philadelphia and Mid-Atlantic region, and around the country. We provide the intimacy of a small boutique, backed by the resources and security of a large financial services organization.
Fee-only: Sensenig Capital does not receive commissions or sell products, minimizing conflicts of interest. Nor are we tied to a larger investment firm that dictates our advice.
- Compensation based solely on fees for advice provided and/or ongoing management
- Required form of compensation for NAPFA-registered advisors
- Legally held to the highest fiduciary standard
Evidence-based: Decades of unbiased, evidence-based solutions guide our approach to helping our clients achieve financial peace of mind.
Focus on cost: We only use low-cost, broadly diversified investment vehicles. Generally, our solutions include low-cost investments offered by Dimensional Fund Advisors, Vanguard, and others.
Deep fiduciary responsibility: As a fiduciary, we have an obligation to put client interests ahead of our own.
Credentialed professionals: We have a commitment to providing the highest level of advice. Our advisory staff members are required to obtain and/or maintain a Certified Financial Planner (CFP®) designation.