Kenney Wealth Planning & Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$12,447,222
Clients
25
56% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
25
TypicalAverage account size
$497,889
About
Kenney Wealth Planning & Management provides portfolio management and financial planning services to individual and high‑net‑worth clients, documenting client goals and risk tolerances in individualized investment policy statements and offering both discretionary and non‑discretionary management. The firm also offers tax‑aware services such as direct indexing/tax‑loss harvesting and implements hedging strategies for some clients.
The adviser’s approach combines fundamental analysis, modern portfolio theory, and quantitative methods to build diversified, long‑term, tax‑efficient portfolios, with use of dividend‑growth funds and investments from Dimensional Fund Advisors where appropriate. Portfolios are rebalanced annually or as needed and financial planning covers topics such as retirement, tax, insurance, and college planning.
Distinctive aspects for a solo independent adviser include a stated $500,000 account minimum (waivable) and an explicit use of direct indexing and hedging, services less common among firms of this size. The brochure discloses quarterly billing with credit card acceptance, a policy of not aggregating trades for multiple client accounts (which can affect execution/pricing), and a disclosed non‑compensated referral relationship with a law firm where a spouse is employed.
Client services
Financial planning
Portfolio management
Expertise
Tax-loss harvesting
Real estate investing
Fee options
Fixed fees for financial plans starting at $2,950
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.75% annually $3,000,001 - $5,000,000: 0.50% annually $5,000,001+: 0.25% annually
$295 per hour for financial planning services
Account minimum: $500,000
Main office location
Kenney Wealth Planning & Management
Snoqualmie WA, United States
Number of offices
2
Most active in
Kenney Wealth Planning & Management has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
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")