# Charles Kenny

> Charles Kenny is a fee-only financial advisor at WBH Advisory in Baltimore, Maryland. WBH Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/charles-kenny/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** WBH Advisory
- **Based in:** Baltimore, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.74B across 2,335 accounts
- **CRD:** 7819798 (https://adviserinfo.sec.gov/individual/summary/7819798)
- **SEC registration:** Investment adviser representative in MD
- **Exams passed:** Series 65 (2023)
- **Firm size:** 16 employees
- **Disclosures:** None reported
- **Website:** http://www.wbhadvisory.com

## Frequently asked questions

### Is Charles Kenny a fee-only financial advisor?

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

### How does Charles charge for financial advice?

Charles's firm, WBH Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Charles Kenny based?

Charles Kenny is based in Baltimore, Maryland.

### Is Charles Kenny registered with the SEC?

Yes. Charles Kenny is registered as an investment adviser representative in MD (CRD 7819798), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does WBH Advisory manage?

WBH Advisory reports $1.74B across 2,335 accounts in assets under management.

### How do I contact Charles Kenny?

Through Charles's website, www.wbhadvisory.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7819798): 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

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