John Kenny
Illumination Wealth Management · Berkeley, California
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.
Request an introduction to John →
Specialties
Who they serve
- Founders
- Real estate investors
- Executives
- Retirees
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 |
| Accepting new clients | Yes |
| Assets under management | $471.1M across 1,246 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 6595705 |
| Exams passed | Series 66 (2016) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.illuminationwealth.com |
Request an introduction to John
Tell John a little about what you're looking for. John isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about John
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.
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
- Illumination Wealth 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.
See something wrong? Request a correction. Read our methodology.