# Cean Kenefick-Rogers

> Cean Kenefick-Rogers is a fee-only financial advisor at WLTH Capital Management in Chandler, Arizona, who holds the CFP and CFA credentials. Cean focuses on tax planning and estate & legacy planning. WLTH Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/cean-kenefick-rogers/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** WLTH Capital Management
- **Based in:** Chandler, Arizona
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $229.8M across 425 accounts
- **Credentials:** CFP, CFA
- **Specialties:** Tax planning, Estate & legacy planning
- **CRD:** 4751006 (https://adviserinfo.sec.gov/individual/summary/4751006)
- **SEC registration:** Investment adviser representative in AZ
- **Exams passed:** Series 66 (2004)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://wlthcapitalmanagement.com/

## Frequently asked questions

### Is Cean Kenefick-Rogers a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Cean holds no broker registration, and WLTH Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Cean charge for financial advice?

Cean's firm, WLTH Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Cean Kenefick-Rogers based?

Cean Kenefick-Rogers is based in Chandler, Arizona.

### What does Cean specialize in?

Cean's specialties include tax planning and estate & legacy planning.

### What credentials does Cean Kenefick-Rogers hold?

Cean Kenefick-Rogers holds the CFP and CFA credentials.

### Is Cean Kenefick-Rogers registered with the SEC?

Yes. Cean Kenefick-Rogers is registered as an investment adviser representative in AZ (CRD 4751006), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does WLTH Capital Management manage?

WLTH Capital Management reports $229.8M across 425 accounts in assets under management.

### How do I contact Cean Kenefick-Rogers?

Through Cean's website, wlthcapitalmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4751006): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://wlthcapitalmanagement.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.