Kenney Wealth Planning & Management

Overview

Kenney Wealth Planning & Management is an independent registered investment adviser organized as a limited liability company and registered in Washington. The firm is owned by an individual and focuses on serving individuals and families, offering financial planning and portfolio management services that include work for small-business owners. Its fee arrangements are flexible, blending a percentage-of-AUM model with hourly and fixed-fee engagements. The firm does not position itself as a capital allocator, does not market itself as an ESG-focused manager, and operates from a single-state registration.

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Public Holdings

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Location & Offices