Kinnamon & Associates Ltd II
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$110,260,985
Clients
118
Advisors
2
of 7 employees
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
Expertise
Fee options
Financial Planning fixed fees typically range from $500 to $2,500 per quarter
$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
Stock trade commissions vary; e.g., (Amount*2%)+$50)*80% for $0-$15,000 purchase, with adjustments for larger or penny stock trades.
$125 to $200 per hour for Financial Planning services
Main office
217 N. Northwest Hwy.
Barrington IL 60010
Advisors at this office
2
Most active in
Illinois · Texas · Wisconsin
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.
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.
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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.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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.
Kyle K
Series 66
Barrington, IL
Kinnamon & Associates Ltd II
Kyle Kinnamon is a financial advisor with Kinnamon & Associates Ltd II, holding a Series 66 designation and seven years of industry experience. He is also the owner of Kinnamon Accounting Service, where he provides tax and accounting services. Kinnamon’s background includes roles at Cetera and Northern Illinois University. Kinnamon & Associates Ltd II offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, and corporations. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis, focusing on asset allocation and longer-term purchase strategies, and provides pension consulting aligned with ERISA guidance.
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