Kenney Wealth Planning & Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kenney Wealth Planning & Management provides ongoing portfolio management and financial planning to individuals and high‑net‑worth clients, generally targeting accounts at or above a stated $500,000 minimum (which the firm may waive). The firm is a small, recently formed independent adviser managing roughly $12.4 million for about 25 clients and offers both discretionary and non‑discretionary services.
Investment advice is documented in a client‑specific Investment Policy Statement and combines fundamental analysis, modern portfolio theory, and quantitative techniques to build long‑term, tax‑aware portfolios with annual or as‑needed rebalancing. The firm uses strategies such as dividend‑growth funds, Dimensional Fund Advisors’ enhanced indexing, direct indexing and tax‑loss harvesting, and — for some clients — hedging, margin, options or short sales, each of which carries additional risk.
Operationally, Kenney bills asset‑based fees quarterly (with 0% on cash holdings and a +0.4% overlay for tax‑loss harvesting/direct indexing) and accepts alternative payment methods including credit card and Venmo; custodians used include Interactive Brokers and Charles Schwab. The brochure discloses potential conflicts such as soft‑dollar benefits and a familial relationship with a law firm to which it may refer clients (no referral fees are accepted), and the firm does not aggregate trades across clients, which the firm notes can affect execution and pricing.
Client services
Expertise
Fee options
Fixed fees for financial planning starting at $2,950, negotiable and based on estimated hours
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.75% annually $3,000,001 - $5,000,000: 0.50% annually $5,000,001+: 0.25% annually
$295 per hour for financial planning services
Account minimum: $500,000 (may be waived at discretion)
Main office
371 NE Gilman Blvd, Suite 160
Issaquah WA 98027
Advisors at this office
1
Most active in
Washington
Also doing business as
Kenney Investment Management LLC · Kenney Wealth · Kenney Wealth Planning & Management · Kenney Wealth Planning & Management 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
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