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Kanani Advisory Group Inc.

Updated today

Client assets under management

$281,392,656

Clients

589

10% high-net worth

Advisors

4

of 8 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

147

Very High

Average account size

$477,746

About

Kanani Advisory Group provides advisory services to individuals (including high-net-worth clients), pension and profit-sharing plans, and businesses, managing roughly $288 million for about 589 clients. The firm offers ongoing portfolio management with written Investment Policy Statements, access to third-party money managers through fee‑share arrangements, and periodic educational seminars and workshops for clients and the general public.

The firm’s investment process emphasizes fundamental analysis and a long‑term orientation, with asset allocation and security selection tailored to each client’s goals, tax situation, and risk tolerance. In practice KAG often shares or delegates day‑to‑day management to co‑advisors and third‑party advisers (requiring discretionary authority), and relies on custodians it recommends for execution and reporting.

Distinctive features compared with many peer teams include that some firm representatives are licensed insurance agents who may receive commissions for insurance and annuity sales, and the firm facilitates access to estate‑document preparation through a third‑party online platform for an additional fee. KAG also offers seminars/workshops at no charge, participates in wrap fee programs and fee‑share arrangements with outside managers, and discloses potential conflicts such as receipt of soft‑dollar benefits and commissionable product compensation.

Client services

Financial planning Selection of other advisers Educational seminars or workshops

Expertise

Annuities

Fee options

Percentage

0.8% to 2.0% annually (negotiable)

Commissions

Commission compensation accepted for sale of investment and insurance products by certain representatives, in addition to advisory fees.

Main office location

Kanani Advisory Group Inc.

16440 Bake Parkway, Suite 150

Irvine CA 92618, United States

Number of offices

1

Most active in

Arizona · California · Colorado · Georgia · Indiana · Kentucky · New Hampshire · New York · Texas · Virginia

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Leila P

Series 63, Series 65

Irvine, CA

Kanani Advisory Group Inc.

Leila Parvaneh is a financial advisor at Kanani Advisory Group Inc. with Series 63 and Series 65 licenses and three years of industry experience. She has worked at JPMorgan Securities LLC and JPMorgan Chase Bank N.A., and previously held roles at Butterfly Zone and Nordstrom. Outside of her advisory work, Parvaneh is an insurance agent with Kanani Financial & Insurance Services Inc., where she provides advice and services related to insurance products. Kanani Advisory Group offers investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and corporations. The firm focuses on fundamental analysis and long-term strategies, providing ongoing portfolio management and tailored investment plans aligned with client goals and risk tolerance.

Annuities
user avatar

Navid K

Series 63, Series 65

Irvine, CA

Kanani Advisory Group Inc.

Navid Kanani is a financial advisor at Kanani Advisory Group Inc. in Irvine, CA, with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Madison Avenue Securities, Global Financial Private Capital, GF Investment Services, and Capitas Financial. Outside of advisory work, Kanani is an insurance agent with Advisors Excel and a silent partner in a sleep lab company. Kanani Advisory Group provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and corporations. The firm focuses on fundamental analysis and a long-term investment approach, offering portfolio management, customized Investment Policy Statements, and periodic educational seminars.

Annuities
user avatar

Neda K

Series 65

Irvine, CA

Kanani Advisory Group Inc.

Neda Kanani is a financial advisor with Kanani Advisory Group Inc. in Irvine, CA, holding a Series 65 designation and seven years of industry experience. She has been with Kanani Advisory Group since 2013. In addition to advisory services, she is a licensed insurance agent. Kanani Advisory Group provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and corporations. The firm emphasizes fundamental analysis and a long-term trading approach, offering tailored portfolio management and regular account reviews.

Annuities
user avatar

Max L

Series 63, Series 66

Irvine, CA

Kanani Advisory Group Inc.

Max Lepley is a financial advisor at Kanani Advisory Group Inc. with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at MFS Fund Distributors, Inc. Lepley is also involved as an insurance agent with Kanani Financial & Insurance Services Inc. Kanani Advisory Group provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and corporations. The firm emphasizes fundamental analysis and a long-term trading approach, offering portfolio management tailored to client goals and risk tolerance.

Annuities
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