# Kenneth Perine

> Kenneth Perine is a fee-only financial advisor at Meritage Wealth Advisory in Santa Rosa, California, who holds the CFP credential. Kenneth focuses on founders (pre-exit). Meritage Wealth Advisory reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Meritage Wealth Advisory
- **Based in:** Santa Rosa, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $52.8M across 92 accounts
- **Credentials:** CFP
- **Specialties:** Founders (pre-exit)
- **Works with:** Founders
- **CRD:** 5579142 (https://adviserinfo.sec.gov/individual/summary/5579142)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2010), Series 65 (2008)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.meritage-wealth.com

## Frequently asked questions

### Is Kenneth Perine a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kenneth holds no broker registration, and Meritage Wealth Advisory 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, Meritage Wealth Advisory, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Kenneth Perine based?

Kenneth Perine is based in Santa Rosa, California.

### What does Kenneth specialize in?

Kenneth's specialties include founders (pre-exit). Kenneth works with founders.

### What credentials does Kenneth Perine hold?

Kenneth Perine holds the CFP credential.

### Is Kenneth Perine registered with the SEC?

Yes. Kenneth Perine is registered as an investment adviser representative in CA (CRD 5579142), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Meritage Wealth Advisory manage?

Meritage Wealth Advisory reports $52.8M across 92 accounts in assets under management.

### How do I contact Kenneth Perine?

Through Kenneth's website, www.meritage-wealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5579142): 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://www.meritage-wealth.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.