Kenneth McGlone
KOM Wealth Management · Appleton, Wisconsin
Kenneth McGlone is a fee-only financial advisor at KOM Wealth Management in Appleton, Wisconsin. Kenneth focuses on retirement planning, tax planning and estate & legacy planning. KOM Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | KOM Wealth Management |
|---|---|
| Based in | Appleton, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $407.8M across 2,126 accounts |
| SEC registration | Investment adviser representative in WI · CRD 7414175 |
| Exams passed | Series 65 (2020) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.onekom.com |
How Kenneth's firm compares
- KOM Wealth Management's average account is about $192,000, from its Form ADV (assets managed divided by 2,126 accounts).
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Questions about Kenneth
Is Kenneth McGlone a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kenneth holds no broker registration, and KOM Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kenneth charge for financial advice?
Kenneth's firm, KOM Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kenneth McGlone based?
Kenneth McGlone is based in Appleton, Wisconsin.
What does Kenneth specialize in?
Kenneth's specialties include retirement planning, tax planning and estate & legacy planning.
Is Kenneth McGlone registered with the SEC?
Yes. Kenneth McGlone is registered as an investment adviser representative in WI (CRD 7414175), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does KOM Wealth Management manage?
KOM Wealth Management reports $407.8M across 2,126 accounts in assets under management.
How do I contact Kenneth McGlone?
Through Kenneth's website, www.onekom.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
- KOM 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.
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