Daniel Kenny
FI-nancial Planner LLC · Hamilton, Virginia
Daniel Kenny is a fee-only financial advisor at FI-nancial Planner LLC in Hamilton, Virginia, who holds the CFP and CPA credentials. Daniel charges an ongoing planning fee, a percentage of assets, hourly fees and a flat fee or retainer (ongoing planning from $9,000 a year and one-time plans from $1,500) and focuses on retirement planning and tax planning.
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Specialties
Who they serve
- Early-career professionals
Facts
| Firm | FI-nancial Planner LLC |
|---|---|
| Based in | Hamilton, Virginia |
| Fee model | Ongoing planning fee · Percentage of assets · Hourly · Flat fee or retainer |
| Fees (firm's website) | Ongoing planning from $9,000 a year · One-time plans from $1,500 · $425 an hour · 0.5% a year on the first tier of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $22M across 87 accounts |
| Credentials | CFP · CPA |
| SEC registration | Investment adviser representative in TX, VA · CRD 6607888 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | fi-nancialplanner.com |
| Profile |
How Daniel's firm compares
- Ongoing planning starts at $9,000 a year, above the Virginia median of $4,992 for fee-only firms that publish prices.
- A one-time plan starts at $1,500, in line with the Virginia median of $1,500 for fee-only firms that publish prices.
- The hourly rate is $425, above the Virginia median of $325 for fee-only firms that publish prices.
- FI-nancial Planner LLC's average account is about $253,000, from its Form ADV (assets managed divided by 87 accounts).
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Questions about Daniel
Is Daniel Kenny a fee-only financial advisor?
Yes. Daniel Kenny is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Daniel's firm.
How does Daniel charge for financial advice?
Daniel charges an ongoing planning fee, a percentage of assets, hourly fees and a flat fee or retainer.
How much does Daniel charge?
According to FI-nancial Planner LLC's website, checked October 28, 2026: ongoing planning from $9,000 a year; one-time plans from $1,500; $425 an hour; 0.5% a year on the first tier of assets managed.
Does Daniel work with clients virtually?
Yes. FI-nancial Planner LLC says on its website that it works with clients remotely.
Where is Daniel Kenny based?
Daniel Kenny is based in Hamilton, Virginia.
What does Daniel specialize in?
Daniel's specialties include retirement planning and tax planning. Daniel works with early-career professionals.
What credentials does Daniel Kenny hold?
Daniel Kenny holds the CFP and CPA credentials.
Is Daniel Kenny registered with the SEC?
Yes. Daniel Kenny is registered as an investment adviser representative in TX and VA (CRD 6607888), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does FI-nancial Planner LLC manage?
FI-nancial Planner LLC reports $22M across 87 accounts in assets under management.
How do I contact Daniel Kenny?
Through Daniel's website, fi-nancialplanner.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- FI-nancial Planner LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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