Kenneth E. Boone Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$80,559,945
Clients
140
Advisors
2
of 2 employees
About
Kenneth E. Boone Wealth Management, LLC advises individual clients, including high-net-worth households, on comprehensive wealth planning and portfolio management and provides a range of financial planning analyses (retirement, estate, goal and needs analyses) and coordination with other professionals. The firm works with a modest client base and manages approximately $82.9 million in client assets, with a minimum account size required to engage.
The firm’s investment approach is structured around a Modern Portfolio Theory framework: it develops customized Investment Policy Statements and model allocations using institutional asset-class funds, implements quarterly rebalancing, and emphasizes diversified, long-term asset-class exposures. Portfolio implementation and trade execution are administered through a third‑party account administrator, which oversees trading and fee collection.
What is distinctive about the firm is its operational structure and ancillary services: it manages most assets on a non‑discretionary basis through its third‑party administrator and had $82.9 million in non‑discretionary assets as of 12/31/2025. The firm is also licensed to sell insurance and annuity products and may receive commissions for those sales (insurance business represents under 5% of activity), and it is approved to use select institutional mutual funds that are not available to the general public.
Client services
Expertise
Fee options
One-time fees for IPS ($800 to $3,000), Retirement Analysis ($750 to $3,000), Total Wealth Plan ($750 to $3,500).
$0.00 - $500,000.00: 1.50% $500,000.01 - $1,000,000.00: 1.25% $1,000,000.01 - $2,000,000.00: 0.80% $2,000,000.01+: 0.60%
Insurance-related products sales commissions, less than 5% of total business.
Hourly research fee: $350 per hour.
Account minimum: $250,000 Minimum fee: Minimum annual fee is $5,000 unless changed by consent of KEBWM. Fee-only: Financial Planning services charged hourly or per service; hourly research fee $350/hour; one-time fees for Investment Policy Statement ($800 to $3,000), Retirement Analysis ($750 to $3,000), Total Wealth Plan ($750 to $3,500).
Main office
723 W "F" Street, 16777
Oakdale CA 95361
Advisors at this office
2
Most active in
California
Also doing business as
Kenneth E. Boone · Kenneth E. Boone Advisory Services · Kenneth E. Boone Wealth Management, LLC · Kenneth E., Boone Wealth Management
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
Kenneth B
Oakdale, CA
Kenneth E. Boone Wealth Management, LLC
Kenneth Boone is the sole advisor at Kenneth E. Boone Wealth Management, LLC in Oakdale, CA, with 26 years of experience in the industry. He holds a life insurance license and occasionally offers clients life insurance, long-term care policies, or annuities as part of the wealth planning process. The firm advises individual clients, including high-net-worth households, on comprehensive wealth planning and portfolio management. Its investment approach is based on Modern Portfolio Theory, focusing on customized investment policies, diversified asset-class exposures, and quarterly rebalancing, with most assets managed on a non-discretionary basis through a third-party administrator.
Joshua N
CFP®, Series 65
Oakdale, CA
Kenneth E. Boone Wealth Management, LLC
Joshua Natham is a Certified Financial Planner (CFP®) and holds a Series 65 license with six years of industry experience. He has been with Kenneth E. Boone Wealth Management, LLC since 2016, after working at HKG LLP for one year. Natham is also a licensed insurance agent, offering insurance products as part of comprehensive wealth planning when appropriate. Kenneth E. Boone Wealth Management advises individual and high-net-worth clients on wealth planning and portfolio management, utilizing a Modern Portfolio Theory framework. The firm emphasizes customized investment policies, diversified long-term asset-class exposures, and manages the majority of assets on a non-discretionary basis through a third-party administrator.
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