Kenneth Perine
Meritage Wealth Advisory · Santa Rosa, California
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.
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Specialties
Who they serve
- Founders
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 |
| Assets under management | $52.8M across 92 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 5579142 |
| Exams passed | Series 63 (2010) · Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.meritage-wealth.com |
| Profile |
How Kenneth's firm compares
- Meritage Wealth Advisory's average account is about $573,000, from its Form ADV (assets managed divided by 92 accounts).
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Questions about Kenneth
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.
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
- Meritage Wealth Advisory 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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