Tim Kenney
Seawise Financial, Inc. · Cardiff, California
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.
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Facts
| Firm | Seawise Financial, Inc. |
|---|---|
| Based in | Cardiff, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $75.3M across 230 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 3097033 |
| Exams passed | Series 63 (1998) · Series 65 (2008) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Profile |
How Tim's firm compares
- Seawise Financial, Inc.'s average account is about $328,000, from its Form ADV (assets managed divided by 230 accounts).
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Questions about Tim
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..
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in California
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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