A complete list of active advisors currently associated with Kenney Wealth Planning & Management

Warmer can help you find a great advisor at Kenney Wealth Planning & Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at Kenney Wealth Planning & Management, 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.

Name	Location	Years of experience
Eric Kenney	Issaquah, WA	3

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