Advisor at Kenneth E. Boone Wealth Management, LLC
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.
Firm
Kenneth E. Boone Wealth Management, LLC
Location
Oakdale, CA 95361
Credentials
CFP®, Series 65
Industry experience
6 years
Based on Kenneth E. Boone Wealth Management, LLC
Based on Kenneth E. Boone Wealth Management, LLC
One-time fees for IPS ($800 to $3,000), Retirement Analysis ($750 to $3,000), Total Wealth Plan ($750 to $3,500).
$0.00 - $500,000.00: 1.50% $500,000.01 - $1,000,000.00: 1.25% $1,000,000.01 - $2,000,000.00: 0.80% $2,000,000.01+: 0.60%
Insurance-related products sales commissions, less than 5% of total business.
Hourly research fee: $350 per hour.
Account minimum: $250,000 Minimum fee: Minimum annual fee is $5,000 unless changed by consent of KEBWM. Fee-only: Financial Planning services charged hourly or per service; hourly research fee $350/hour; one-time fees for Investment Policy Statement ($800 to $3,000), Retirement Analysis ($750 to $3,000), Total Wealth Plan ($750 to $3,500).
723 W "F" Street, 16777
Oakdale, CA 95361
California
Kenneth E Boone Wealth Management
2016 - Present (10 years)
HKG LLP
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
CFP®, Series 63, Series 66
Modesto, CA
Luminary Financial Planning
Series 65
Modesto, CA
Blom & Howell Financial Planning, Inc.
Series 63
Modesto, CA
Arrowhead Wealth Management Corp.
Series 63
Modesto, CA
Arrowhead Wealth Management Corp.
CFP®, Series 66
Modesto, CA
Blom & Howell Financial Planning, Inc.
Series 65
Modesto, CA
Mraz and Associates
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