# Tim Kenney

> Tim Kenney is a fee-only financial advisor at Seawise Financial, Inc. in Cardiff, California, who holds the CFP credential. Seawise Financial, Inc. reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/tim-kenney/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Seawise Financial, Inc.
- **Based in:** Cardiff, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $75.3M across 230 accounts
- **Credentials:** CFP
- **CRD:** 3097033 (https://adviserinfo.sec.gov/individual/summary/3097033)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (1998), Series 65 (2008)
- **Firm size:** 2 employees
- **Disclosures:** None reported

## Frequently asked questions

### Is Tim Kenney a fee-only financial advisor?

Yes. Tim Kenney is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Tim's firm.

### How does Tim charge for financial advice?

Tim's firm, Seawise Financial, Inc., reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Tim Kenney based?

Tim Kenney is based in Cardiff, California.

### What credentials does Tim Kenney hold?

Tim Kenney holds the CFP credential.

### Is Tim Kenney registered with the SEC?

Yes. Tim Kenney is registered as an investment adviser representative in CA and TX (CRD 3097033), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Seawise Financial, Inc. manage?

Seawise Financial, Inc. reports $75.3M across 230 accounts in assets under management.

### How do I contact Tim Kenney?

Contact details aren't on file yet. Search for Seawise Financial, Inc..

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/tim-kenney-10112): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.