Cean Kenefick-Rogers
WLTH Capital Management · Chandler, Arizona
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.
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Specialties
Facts
| Firm | WLTH Capital Management |
|---|---|
| Based in | Chandler, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $229.8M across 425 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in AZ · CRD 4751006 |
| Exams passed | Series 66 (2004) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | wlthcapitalmanagement.com |
How Cean's firm compares
- WLTH Capital Management's average account is about $541,000, from its Form ADV (assets managed divided by 425 accounts).
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Questions about Cean
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- WLTH Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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