# Jennifer Kenney-Zimmerli

> Jennifer Kenney-Zimmerli is a fee-only financial advisor at Two Point Capital Management in Pittsford, New York. Jennifer charges a percentage of assets (1% a year on the first tier of assets managed).

Page: https://find.wellspent.co/advisors/jennifer-kenney-zimmerli/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Two Point Capital Management
- **Based in:** Pittsford, New York
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed
- **Assets under management (firm):** $310.5M across 217 accounts
- **CRD:** 8093383 (https://adviserinfo.sec.gov/individual/summary/8093383)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 65 (2025)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://twopointcapital.com

## Frequently asked questions

### Is Jennifer Kenney-Zimmerli a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jennifer holds no broker registration, and Two Point Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jennifer charge for financial advice?

Jennifer charges a percentage of assets.

### How much does Jennifer charge?

According to Two Point Capital Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed.

### Where is Jennifer Kenney-Zimmerli based?

Jennifer Kenney-Zimmerli is based in Pittsford, New York.

### Is Jennifer Kenney-Zimmerli registered with the SEC?

Yes. Jennifer Kenney-Zimmerli is registered as an investment adviser representative in NY (CRD 8093383), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Two Point Capital Management manage?

Two Point Capital Management reports $310.5M across 217 accounts in assets under management.

### How do I contact Jennifer Kenney-Zimmerli?

Through Jennifer's website, twopointcapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8093383): 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
- The firm's website (https://twopointcapital.com/): specialties, clients served, and fees, checked October 30, 2026

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