# John Kenny

> John Kenny is a fee-only financial advisor at Illumination Wealth Management in Berkeley, California, who holds the CFP credential. John charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $18,000 a year) and focuses on flat-fee planning, tax planning and estate & legacy planning.

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

## Facts

- **Firm:** Illumination Wealth Management
- **Based in:** Berkeley, California
- **Fee model:** Flat fee or retainer; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $18,000 a year
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $471.1M across 1,246 accounts
- **Credentials:** CFP
- **Specialties:** Flat-fee planning, Tax planning, Estate & legacy planning, Real estate investors, Small business owners, Equity compensation
- **Works with:** Founders, Real estate investors, Executives, Retirees
- **CRD:** 6595705 (https://adviserinfo.sec.gov/individual/summary/6595705)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 66 (2016)
- **Firm size:** 14 employees
- **Disclosures:** None reported
- **Website:** http://www.illuminationwealth.com

## Frequently asked questions

### Is John Kenny a fee-only financial advisor?

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

### How does John charge for financial advice?

John charges a flat fee or retainer and an ongoing planning fee.

### How much does John charge?

According to Illumination Wealth Management's website, checked October 30, 2026: ongoing planning from $18,000 a year.

### Does John work with clients virtually?

Yes. Illumination Wealth Management says on its website that it works with clients remotely.

### Where is John Kenny based?

John Kenny is based in Berkeley, California.

### What does John specialize in?

John's specialties include flat-fee planning, tax planning, estate & legacy planning, real estate investors, small business owners and equity compensation. John works with founders, real estate investors, executives and retirees.

### What credentials does John Kenny hold?

John Kenny holds the CFP credential.

### Is John Kenny registered with the SEC?

Yes. John Kenny is registered as an investment adviser representative in CA and TX (CRD 6595705), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Illumination Wealth Management manage?

Illumination Wealth Management reports $471.1M across 1,246 accounts in assets under management.

### How do I contact John Kenny?

Through John's website, www.illuminationwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6595705): 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://illuminationwealth.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.