Kenobi Wealth

Kenobi Wealth provides comprehensive financial planning, investment management, tax planning, and insurance strategy primarily for individuals and families—with stated focus on young families, first‑generation wealth builders, and high‑earning professionals—delivered through a tiered, subscription‑based model. The firm’s service tiers also include business advisory elements, such as business treasury and retirement plans & benefits strategy, for clients who need corporate‑level planning alongside personal financial advice.

The firm follows a long‑term, goal‑based investment approach grounded in evidence‑based allocation and behavioral finance, using core ETF portfolios, direct indexing, thematic strategies, fixed income, and third‑party model portfolios available through Charles Schwab. Kenobi Wealth considers alternative investments selectively after internal due diligence, accepts discretionary authority for accounts, accommodates documented client‑imposed restrictions, and bills flat monthly fees in arrears rather than charging percentage‑of‑AUM fees.

Distinctive features for a solo independent adviser include the principal’s status as a licensed insurance agent and the firm’s provision of business administrative services to a related family business, alongside its business advisory offerings in the top service tier—an uncommon mix of individual and corporate services. Operationally, the firm executes client trades account‑by‑account without trade aggregation, custodial relationships and statements are handled through Charles Schwab, and initial financial plans are delivered within ten business days under the subscription model.