Eric Kenney
Advisor at Kenney Wealth Planning & Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Kenney Wealth Planning & Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Snoqualmie, WA
Credentials
Series 65
Industry experience
2 years
Eric Kenney is a Series 65-licensed financial advisor at Kenney Wealth Planning & Management with two years of industry experience. Prior to founding his independent firm, he held roles at Kenney Investment Management LLC, Veeva Systems, Autoscribe Informatics, and LabWare, Inc. Kenney Wealth Planning & Management provides portfolio management and financial planning services to individual and high-net-worth clients, focusing on customized investment policy statements and offering both discretionary and non-discretionary management. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods to construct diversified, tax-efficient portfolios, with services that include direct indexing, tax-loss harvesting, and hedging strategies.
Based on Kenney Wealth Planning & Management
Fixed fees for financial plans starting at $2,950
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.75% annually $3,000,001 - $5,000,000: 0.50% annually $5,000,001+: 0.25% annually
$295 per hour for financial planning services
Account minimum: $500,000
Snoqualmie, WA
Washington
Kenney Investment Management LLC
2023 - Present (3 years)
Unemployed
2022 - 2023 (1 year)
Veeva Systems
2022 - 2022 (1 year)
Autoscribe Informatics
2021 - 2022 (1 year)
LabWare, Inc
2009 - 2021 (12 years)
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