Kenneth Ouellette
Orca Wealth Management · New Port Richey, Florida
Kenneth Ouellette is a fee-only financial advisor at Orca Wealth Management in New Port Richey, Florida. Kenneth focuses on retirement planning and estate & legacy planning. Orca Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Orca Wealth Management |
|---|---|
| Based in | New Port Richey, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $224.4M across 425 accounts |
| SEC registration | Investment adviser representative in FL, NC, OR, TX · CRD 2159537 |
| Exams passed | Series 63 (1991) · Series 65 (2004) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.orcawealth.com |
| Profile |
How Kenneth's firm compares
- Orca Wealth Management's average account is about $528,000, from its Form ADV (assets managed divided by 425 accounts).
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Questions about Kenneth
Is Kenneth Ouellette a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kenneth holds no broker registration, and Orca 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, Orca Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kenneth Ouellette based?
Kenneth Ouellette is based in New Port Richey, Florida.
What does Kenneth specialize in?
Kenneth's specialties include retirement planning and estate & legacy planning. Kenneth works with multi-generational families.
Is Kenneth Ouellette registered with the SEC?
Yes. Kenneth Ouellette is registered as an investment adviser representative in FL, NC, OR and TX (CRD 2159537), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Orca Wealth Management manage?
Orca Wealth Management reports $224.4M across 425 accounts in assets under management.
How do I contact Kenneth Ouellette?
Through Kenneth's website, www.orcawealth.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
- Orca 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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