Charles Kenny
WBH Advisory · Baltimore, Maryland
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.
Request an introduction to Charles →
Facts
| Firm | WBH Advisory |
|---|---|
| Based in | Baltimore, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.74B across 2,335 accounts |
| SEC registration | Investment adviser representative in MD · CRD 7819798 |
| Exams passed | Series 65 (2023) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.wbhadvisory.com |
How Charles's firm compares
- WBH Advisory's average account is about $744,000, from its Form ADV (assets managed divided by 2,335 accounts).
Request an introduction to Charles
Tell Charles a little about what you're looking for. Charles isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Charles
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Baltimore
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
- 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.
See something wrong? Request a correction. Read our methodology.