Jennifer Kenney-Zimmerli
Two Point Capital Management · Pittsford, New York
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).
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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 | $310.5M across 217 accounts |
| SEC registration | Investment adviser representative in NY · CRD 8093383 |
| Exams passed | Series 65 (2025) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | twopointcapital.com |
| Profile |
How Jennifer's firm compares
- Two Point Capital Management's average account is about $1.4 million, from its Form ADV (assets managed divided by 217 accounts).
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Questions about Jennifer
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.
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
- Two Point Capital Management 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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