Kinnamon & Associates Ltd II

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Client assets under management

$110,260,985

Clients

118

4% high-net-worth

Advisors

of 7 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Typical

Average account size

$934,415

About

Kinnamon & Associates, Ltd. II provides investment advisory and financial planning services to individuals (both high net worth and non‑HNW), pension and profit‑sharing plans, and corporations. Its offerings include individual portfolio management delivered on a non‑discretionary basis, pension consulting (investment policy statement preparation, investment vehicle selection, ongoing performance monitoring, and participant education), and comprehensive financial planning.

The firm uses a mix of fundamental, technical, quantitative and qualitative analysis with an emphasis on asset allocation and longer‑term purchase strategies; client portfolios are reviewed monthly and clients receive periodic performance reporting. For retirement plan sponsors the firm documents IPSs, constructs asset allocation models, and monitors investment options and participant communications consistent with ERISA‑style guidance.

Kinnamon & Associates is notable among peers for its operational ties to other financial services: management personnel are registered representatives of a broker‑dealer and licensed insurance agents, and they are partners in an affiliated accounting practice that cross‑refers clients, creating potential for commission‑based implementation and related conflicts the firm discloses. With about $117.6 million in primarily non‑discretionary assets under management, two advisors and roughly 118 clients, the combination of pension consulting, participant education, accounting affiliation, and commission‑capable staff distinguishes it from most supported firms.

Client services

Financial planning Portfolio management Pension consulting

Expertise

General estate planning guidance Retirement income strategy Cash flow / budgeting

Fee options

Fixed

Financial Planning fixed fees typically range from $500 to $2,500 per quarter

Percentage

$0+: 0.5% to 1.25% of Managed Assets (negotiated fixed fee for Portfolio Management Services) $0+: 0.5% to 1.25% of plan assets for Pension Consulting Services

Commissions

Stock trade commissions vary; e.g., (Amount*2%)+$50)*80% for $0-$15,000 purchase, with adjustments for larger or penny stock trades.

Project-based

$125 to $200 per hour for Financial Planning services

Main office location

Kinnamon & Associates Ltd II

217 N. Northwest Hwy

Barrington IL 60010, United States

Number of offices

Most active in

Illinois · Texas · Wisconsin

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 847-381-1053

Advisors at this firm

Bret K

Series 63, Series 65

Barrington, IL

Kinnamon & Associates Ltd II

Bret Kinnamon is an investment advisory representative at Kinnamon & Associates Ltd II with 29 years of industry experience. He has been affiliated with Kinnamon & Associates since 1994 and with Cetera Financial Specialists LLC since 2004. In addition to his advisory role, he serves as vice president at Kinnamon Accounting Service, focusing on tax and accounting duties, and is a licensed notary public. Kinnamon & Associates Ltd II provides advisory services to individuals, including high-net-worth clients, pension and profit-sharing plans, and businesses. The firm offers individual portfolio management, pension consulting, and comprehensive financial planning, utilizing a combination of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation and long-term investment.

General estate planning guidance Retirement income strategy Cash flow / budgeting

Kyle K

Series 66

Barrington, IL

Kinnamon & Associates Ltd II

Kyle Kinnamon is a financial advisor at Kinnamon & Associates Ltd II with seven years of industry experience. He holds a Series 66 designation and has worked at multiple affiliated firms, including Cetera Investment Advisers LLC and Cetera Financial Specialists LLC. Outside of his advisory role, he owns and operates a tax and accounting service, providing tax preparation and client administration. Kinnamon & Associates Ltd II provides advisory services to individuals, pension and profit-sharing plans, and businesses, offering portfolio management, pension consulting, and comprehensive financial planning. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation and long-term investment, managing portfolios on a non-discretionary basis and delivering tailored investment recommendations based on client objectives and needs.

General estate planning guidance Retirement income strategy Cash flow / budgeting

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