Kenneth E. Boone Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$82,900,428
Total clients
140
21% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
140
Average account size
$592,146
About
Kenneth E. Boone Wealth Management, LLC advises individual clients, including high-net-worth households, on comprehensive wealth planning and portfolio management and provides a range of financial planning analyses (retirement, estate, goal and needs analyses) and coordination with other professionals. The firm works with a modest client base and manages approximately $82.9 million in client assets, with a minimum account size required to engage.
The firm’s investment approach is structured around a Modern Portfolio Theory framework: it develops customized Investment Policy Statements and model allocations using institutional asset-class funds, implements quarterly rebalancing, and emphasizes diversified, long-term asset-class exposures. Portfolio implementation and trade execution are administered through a third‑party account administrator, which oversees trading and fee collection.
What is distinctive about the firm is its operational structure and ancillary services: it manages most assets on a non‑discretionary basis through its third‑party administrator and had $82.9 million in non‑discretionary assets as of 12/31/2025. The firm is also licensed to sell insurance and annuity products and may receive commissions for those sales (insurance business represents under 5% of activity), and it is approved to use select institutional mutual funds that are not available to the general public.
Client services
Expertise
Fee options
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).
Main office location
Kenneth E. Boone Wealth Management, LLC
723 W "F" Street, 16777
Oakdale CA 95361, United States
Number of offices
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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