Ken Cranstone
Three Sheep Wealth Management, LLC · Monterey, California
Ken Cranstone is a fee-only financial advisor at Three Sheep Wealth Management, LLC in Monterey, California, who holds the CFP credential. Three Sheep Wealth Management, LLC reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Three Sheep Wealth Management, LLC |
|---|---|
| Based in | Monterey, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $9.1M across 31 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6302325 |
| Exams passed | Series 66 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Ken's firm compares
- Three Sheep Wealth Management, LLC's average account is about $295,000, from its Form ADV (assets managed divided by 31 accounts).
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Questions about Ken
Is Ken Cranstone a fee-only financial advisor?
Yes. Ken Cranstone is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Ken's firm.
How does Ken charge for financial advice?
Ken's firm, Three Sheep Wealth Management, LLC, reports charging a percentage of assets on its SEC Form ADV.
Where is Ken Cranstone based?
Ken Cranstone is based in Monterey, California.
What credentials does Ken Cranstone hold?
Ken Cranstone holds the CFP credential.
Is Ken Cranstone registered with the SEC?
Yes. Ken Cranstone is registered as an investment adviser representative in CA (CRD 6302325), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Three Sheep Wealth Management, LLC manage?
Three Sheep Wealth Management, LLC reports $9.1M across 31 accounts in assets under management.
How do I contact Ken Cranstone?
Contact details aren't on file yet. Search for Three Sheep Wealth Management, LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Monterey
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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