K

Kanan Advisors

Updated today
Find your advisor

Client assets under management

$50,968,578

Clients

56

34% high-net worth

Advisors

2

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

28

Low

Average account size

$910,153

About

Kanan Advisors is a fee-only registered investment adviser with two advisors overseeing roughly $51 million for 56 clients. The firm provides investment management, ongoing and project-based financial planning, and retirement plan consulting and discretionary plan management for employer plan sponsors and business entities.

Kanan builds client-specific investment policies and implements asset-allocation-based portfolios using a mix of fundamental, technical, and modern portfolio theory techniques, and it may employ Outside Managers to manage portions of client accounts while retaining primary advisory oversight. For investment management engagements the firm generally acts on a discretionary basis and describes serving as an ERISA investment manager for retirement plans when appropriate.

Unlike many supported peers that focus on individual retail households (including non‑HNW and high‑net‑worth individuals), Kanan’s brochure places greater emphasis on employer-sponsored plans, corporate clients, and business‑owner services such as exit strategies, entity structuring, and employee benefits optimization. The firm also discloses recent expansion of its use of Outside Managers, and its advisers hold professional credentials (CFP® and CPA) while operating under a strict fee‑only, non‑commission model.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Business exit / sale strategy Business ownership considerations Entity structure planning (LLC, S-Corp)

Occupation focus

Founder/Business Owner

Fee options

Fixed

Fixed fees range from $500 to $25,000 for project-based financial planning.

Percentage

$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $25,000,000: 0.40% $25,000,001+: 0.30%

Project-based

$450 per hour for project-based financial planning.

Subscriptions

Up to $60,000 annually for ongoing financial planning, paid monthly or quarterly.

Other

Fee-only: Fee-only firm; no commissions or sales-based compensation received.

Main office location

Kanan Advisors

Malibu CA, United States

Number of offices

2

Most active in

More info

California · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

818-523-1280

Advisors at this firm

Scroll left Scroll right
user avatar

Taylor S

CFP®, Series 66

Malibu, CA

Kanan Advisors

Taylor Snider is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently an advisor at Kanan Advisors, where he has worked since 2025. His prior roles include positions at Integrity Financial Corporation, Centaurus Financial Inc., and Tremblay Financial Services. Kanan Advisors is a fee-only registered investment adviser serving individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm offers discretionary investment management and retirement plan consulting, combining asset allocation based on Modern Portfolio Theory with fundamental and technical analysis, and provides services as an ERISA fiduciary and 3(38) investment manager for employer plans.

Business exit / sale strategy Business ownership considerations Entity structure planning (LLC, S-Corp) Founder/Business Owner
user avatar

Steven K

CFP®, Series 65, Series 66

Malibu, CA

Kanan Advisors

Steven Karkenny is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with Kanan Advisors and is also the owner and consultant of KarkennyX, where he assists an unaffiliated investment advisory firm with client deliverables and business growth strategy. His prior experience includes roles at Integrity Financial Corporation and Alliance Advisory & Securities, Inc. Kanan Advisors is a fee-only registered investment adviser that provides discretionary investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, and corporate sponsors. The firm emphasizes asset-allocation-driven portfolio construction and offers both retirement plan consulting and discretionary plan management while acting as an ERISA fiduciary.

Business exit / sale strategy Business ownership considerations Entity structure planning (LLC, S-Corp) Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")