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Credentials
CFP®, CFA®, Series 63
Experience Industry experience
6 years
Location
Marfa, TX
Maridea Wealth Management
Multi-team
Kenneth Bauso Jr. is a CFP® and CFA® credentialed financial advisor with six years of industry experience. He is currently with Maridea Wealth Management and previously worked at Huckleberry Capital Management and Elementum Management. He holds a Series 63 license. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans, managing approximately $1.97 billion in client assets. The firm employs diversified, tax-aware portfolios primarily using low-cost mutual funds and ETFs, with a long-term investment approach supported by AI productivity tools under human oversight.
Based on Maridea Wealth Management
Fixed financial planning fees up to $10,000; fixed cash management and treasury services fees based on scope and complexity
$0+: Up to 2.50% annually (investment management fees, negotiable based on factors such as scope, complexity, asset level, and client relationship) $0+: Up to 1.00% annually (retirement plan advisory services, negotiable depending on plan size and complexity)
Hourly financial planning fees up to $250 per hour
Account minimum: $100,000 (may be reduced or waived at Adviser’s sole discretion) Fee-only: Financial planning fixed fees up to $10,000; hourly planning fees up to $250/hour; CFO services fees depend on complexity (separate and distinct from advisory fees)
Marfa, TX
Marfa TX
Advisors at this office
2
Texas
6 years of industry experience
Meridea Wealth Management LLC
2024 - Present • 2 years
Marfa, TX
Huckleberry Capital Management, LLC
2019 - 2024 • 5 years
Marfa, TX
N/A
2017 - 2019 • 2 years
New York, NY
Elementum Management LLC
2010 - 2017 • 7 years
New York, NY
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Is active or affiliated with:
Insurance agent
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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