A complete list of active advisors currently associated with Kanan Advisors

Warmer can help you find a great advisor at Kanan Advisors or one who fits your needs even better.

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.

To learn more about the advisors currently working at Kanan Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.