Advisor at Kennon Wealth Management, LLC
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Firm
Kennon Wealth Management, LLC
Location
Goodyear, AZ
Credentials
Series 63, Series 65
Industry experience
15 years
James Kennon is the principal of Kennon Wealth Management, LLC, an independent advisory firm based in Goodyear, AZ. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Prior to founding Kennon Wealth Management in 2012, he established the Jim Kennon Financial Network in 2011, through which he also operates as a licensed insurance agent. Kennon Wealth Management serves a select group of individual clients by coordinating investment services with third-party money managers rather than managing assets directly. The firm provides ongoing liaison, reporting support, and client reviews, operating on a referral and revenue-sharing model that includes licensed insurance activities and incentive arrangements with third-party managers.
$300 flat fee for Client Directed Accounts managed by Gradient Investments
$0+: 1.00% annually (negotiable) for direct asset management services $0+: 2.00% annually total for Gradient Investments Strategic Portfolio (split 1.00% GI / 1.00% KWM) $0+: 1.80% annually total for Gradient Investments Tactical Portfolio (split 0.80% GI / 1.00% KWM) $0+: 1.70% annually total for Gradient Investments Allocation & Defined Outcome Portfolios (split 0.70% GI / 1.00% KWM) $0+: 1.00% annually total for Gradient Investments Preservation Portfolios (split 0.40% GI / 0.60% KWM)
$100 to $450 per hour charged by Steele Capital Management for retirement plan management services
Goodyear, AZ
Arizona · Illinois
Kennon Wealth Management, LLC
2012 - Present (14 years)
Jim Kennon Financial Network
2011 - Present (15 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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