K&H Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$62,955,604
Clients
71
Advisors
3
of 3 employees
About
K&H Wealth Partners is a three-advisor, supported registered investment adviser formed in 2024 that manages roughly $66 million for about 70 clients. The firm provides ongoing portfolio management, financial planning, and pension/retirement plan consulting to individuals, high‑net‑worth clients, and institutional plan sponsors.
The firm creates a written Investment Policy Statement for each client and offers primarily discretionary management using asset allocation, model portfolios, and third‑party managers, with methods of analysis that include modern portfolio theory, fundamental, technical and charting approaches. Strategies range from long‑term investing to short‑term trading (including short sales) and the firm may refer clients to third‑party platforms such as AssetMark while custodial services are provided through Schwab Institutional.
Notably, the firm’s principals are licensed insurance agents and one holds a broker‑dealer registration, so recommendations of insurance or commissionable products are disclosed and documented as potential conflicts of interest. Compared with many peers of similar size, K&H also offers access to a broad set of specialty investments—including private equity, private credit, venture capital, annuities and precious‑metal ETFs—and describes procedures for disclosing and managing third‑party relationships and conflicts in client files.
Client services
Expertise
Fee options
$0 - $249,999: 1.30% flat fee $250,000 - $500,000: 1.10% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $3,000,000: 0.60% $3,000,001 - $5,000,000: 0.40% $5,000,001+: 0.20%
Commissionable products sold by some supervised persons as insurance agents or registered representatives
Account minimum: $250,000 Minimum fee: $500 annual minimum household fee for accounts under $250,000 Fee-only: Fixed financial planning fees between $2,500 and $10,000
Main office
666 Dundee Road, Suite 1901
Northbrook IL 60062
Advisors at this office
3
Most active in
Illinois · Missouri · Texas
Also doing business as
K&H Wealth Partners · K&H Wealth Partners Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Roger H
CFP®, ChFC®, Series 63, Series 66
Northbrook, IL
K&H Wealth Partners
Roger Hoenes is a CFP® and ChFC® with 22 years of industry experience. He is currently with K&H Wealth Partners and has previously worked at Weaver Capital Management and Provision Advisor Group. Outside of his advisory role, he manages agricultural operations and rental property through private LLCs. K&H Wealth Partners is a supported registered investment adviser serving individuals, high-net-worth clients, and institutional plan sponsors. The firm offers discretionary portfolio management and financial planning, utilizing asset allocation, model portfolios, and third-party managers, with a range of strategies from long-term investing to short-term trading.
Keith K
Series 63, Series 66
Northbrook, IL
K&H Wealth Partners
Keith Karchmar is a financial advisor with K&H Wealth Partners, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Kestra Advisory Services, Kestra Investment Services, and TLG Advisors. Outside of his advisory work, he serves on the Board of Directors for Northbrook/Glenview School District 30. K&H Wealth Partners is a supported registered investment adviser managing approximately $66 million for around 70 clients. The firm offers portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and institutional plan sponsors, employing a range of investment strategies from long-term investing to short-term trading.
Matthew H
CFP®, Series 66
Northbrook, IL
K&H Wealth Partners
Matthew Hoenes is a CFP® with 18 years of experience in financial advisory services. He currently works at K&H Wealth Partners and also serves as a financial advisor at Karchmar Insurance and Legacy Planning, Inc. His background includes roles at Kestra Advisory Services, Kestra Investment Services, LPL Financial, and The Bensman Group. K&H Wealth Partners is a three-advisor firm managing approximately $66 million for about 70 clients. The firm provides portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and institutional plan sponsors, utilizing asset allocation, model portfolios, and third-party managers across a range of investment strategies.
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