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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-18-2023
- Office Locations
- 1
Office Locations
About Kenney Wealth Planning & Management
Kenney Wealth Planning & Management LLC is a Washington State registered investment adviser providing investment management and integrated planning. The firm builds risk-based model portfolios focused on long-term growth and tax efficiency, including tax-loss harvesting, and offers year-round tax planning alongside retirement/financial independence planning. It also reviews insurance and mortgage decisions, securely stores key financial documents, and can coordinate with clients’ accountants and attorneys. Fees for the last three months are refundable if clients aren’t satisfied.
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Owner & Executives
Eric John Kenney
Chief Compliance Officer, Financial Advisor, President
- CRD
- #7723510
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,431,068 | -- |
| Non-Discretionary | $16,154 | -- |
| Total | $12,447,222 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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