Advisor at Avantra Family Wealth, Inc.
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
Avantra Family Wealth, Inc.
Location
Mechanicsburg, PA 17050
Credentials
Series 63, Series 65
Industry experience
29 years
Kim Kenawell is a financial advisor with Avantra Family Wealth, Inc. in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining Avantra in 2017, Kenawell worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 21 years. Outside of finance, Kenawell serves as an Emergency Medical Technician and holds leadership roles in several nonprofit and community organizations, including emergency health services and collaborative divorce support groups. Avantra Family Wealth provides investment advisory and comprehensive wealth management services to individuals, high-net-worth clients, trusts, and estates. The firm offers customized investment management, ongoing financial planning, and specialized divorce-related financial planning, managing portfolios primarily composed of mutual funds, ETFs, equities, and fixed-income securities with a long-term focus tailored to client objectives.
Based on Avantra Family Wealth, Inc.
Fixed fees negotiated between $500 and $5,000 for financial planning engagements
0.05% to 2.00% annually based on assets under management and complexity of needs
Up to $300 per hour for financial planning services
Annual retainer fees negotiated between $500 and $5,000 for financial planning services
Fee-only: Financial planning services offered hourly (up to $300/hour), fixed fee ($500 to $5,000), or annual retainer ($500 to $5,000)
100 Sterling Parkway, Suite 107
Mechanicsburg, PA 17050
Pennsylvania
PURSHE KAPLAN STERLING INVESTMENTS, Inc.
2017 - Present (9 years)
Avantra Family Wealth, Inc.
2017 - Present (9 years)
Merrill Lynch, Pierce, Fenner & Smith Inc.
1996 - 2017 (21 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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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.
Series 63, Series 65
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Series 66
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WealthU Advisors LLC
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