Eric Kenney
Kenney Wealth · Issaquah, Washington
Eric Kenney is a fee-only financial advisor at Kenney Wealth in Issaquah, Washington. Eric focuses on tax planning and retirement planning. Kenney Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Kenney Wealth |
|---|---|
| Based in | Issaquah, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $12.4M across 59 accounts |
| SEC registration | Investment adviser representative in WA · CRD 7723510 |
| Exams passed | Series 65 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.kenneywealth.com |
| Profile |
How Eric's firm compares
- Kenney Wealth's average account is about $211,000, from its Form ADV (assets managed divided by 59 accounts).
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Questions about Eric
Is Eric Kenney a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Kenney Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Eric charge for financial advice?
Eric's firm, Kenney Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Eric Kenney based?
Eric Kenney is based in Issaquah, Washington.
What does Eric specialize in?
Eric's specialties include tax planning and retirement planning.
Is Eric Kenney registered with the SEC?
Yes. Eric Kenney is registered as an investment adviser representative in WA (CRD 7723510), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kenney Wealth manage?
Kenney Wealth reports $12.4M across 59 accounts in assets under management.
How do I contact Eric Kenney?
Through Eric's website, www.kenneywealth.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
- Kenney Wealth 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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