Kanan Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kanan Advisors is a fee-only registered investment adviser with two advisors overseeing roughly $51 million for 56 clients. The firm provides investment management, ongoing and project-based financial planning, and retirement plan consulting and discretionary plan management for employer plan sponsors and business entities.
Kanan builds client-specific investment policies and implements asset-allocation-based portfolios using a mix of fundamental, technical, and modern portfolio theory techniques, and it may employ Outside Managers to manage portions of client accounts while retaining primary advisory oversight. For investment management engagements the firm generally acts on a discretionary basis and describes serving as an ERISA investment manager for retirement plans when appropriate.
Unlike many supported peers that focus on individual retail households (including non‑HNW and high‑net‑worth individuals), Kanan’s brochure places greater emphasis on employer-sponsored plans, corporate clients, and business‑owner services such as exit strategies, entity structuring, and employee benefits optimization. The firm also discloses recent expansion of its use of Outside Managers, and its advisers hold professional credentials (CFP® and CPA) while operating under a strict fee‑only, non‑commission model.
Client services
Expertise
Occupation focus
Fee options
Fixed fees range from $500 to $25,000 for project-based financial planning.
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $25,000,000: 0.40% $25,000,001+: 0.30%
$450 per hour for project-based financial planning.
Up to $60,000 annually for ongoing financial planning, paid monthly or quarterly.
Fee-only: Fee-only firm; no commissions or sales-based compensation received.
Main office
Malibu CA
Advisors at this office
3
Most active in
California · Texas
Also doing business as
Kanan Advisors · Kanan Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Adam A
Series 65
Malibu, CA
Kanan Advisors
Adam Anschultz is a financial advisor with Kanan Advisors, holding a Series 65 designation and eight years of industry experience. He previously worked at Integrity Financial Corporation for six years and operates Anschultz Consulting LLC on the side. Kanan Advisors is a fee-only registered investment adviser that manages about $51 million for 56 clients, focusing on investment management, financial planning, and retirement plan consulting primarily for employer plan sponsors and business entities. The firm employs a mix of fundamental, technical, and modern portfolio theory strategies and often serves as an ERISA investment manager for retirement plans.
Taylor S
CFP®, Series 66
Malibu, CA
Kanan Advisors
Taylor Snider is a CFP® certificant with eight years of industry experience. He is currently an advisor at Kanan Advisors, where he has worked since 2025, and previously held roles at Integrity Financial Corporation, Centaurus Financial Inc., Tremblay Financial Services, PayJunction, and Mission Wealth. Kanan Advisors is a fee-only registered investment adviser serving employer plan sponsors, corporate clients, and business owners. The firm provides investment management, financial planning, and retirement plan consulting, employing a mix of fundamental, technical, and modern portfolio theory approaches while often acting as a discretionary ERISA investment manager.
Steven K
CFP®, Series 65, Series 66
Malibu, CA
Kanan Advisors
Steven Karkenny is a CFP® with 10 years of industry experience and is currently an advisor at Kanan Advisors. His prior roles include positions at Integrity Financial Corporation and Alliance Advisory & Securities, Inc. He also owns KarkennyX, a consulting business that assists an unaffiliated investment advisory firm with client deliverables and business growth strategy. Kanan Advisors is a fee-only registered investment adviser that serves employer-sponsored plans, corporate clients, and business owners. The firm uses asset-allocation-based portfolios combining fundamental, technical, and modern portfolio theory techniques, often employing Outside Managers while retaining primary advisory oversight.
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