Kenney Wealth Planning & Management

Overview

Kenney Wealth Planning & Management is an independent, owner-operated registered investment adviser organized as a limited liability company. The firm focuses on individualized financial planning and portfolio management for individuals and small businesses, combining fee-based ongoing asset management (percentage of AUM) with hourly and fixed-fee planning engagements. Investment activity is centered on public mutual funds as the principal vehicle for client exposure, while the firm supplements portfolios with allocations to third‑party alternative managers — specifically venture capital, private placements and real estate — when appropriate for client objectives and risk tolerances. Kenney Wealth is not positioned as a capital allocator running pooled funds; instead it places clients into external managers and funds as part of individualized plans.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices