Firm
Kenora Financial
Des Plaines, Illinois
Fee-only
Kenora Financial at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 4 advisors are listed here.
- Its Form ADV reports 7 employees and 190 individual clients, 70 of them high net worth.
- Its average account is about $3.2 million (assets it manages divided by its 100 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Des Plaines, Illinois |
|---|---|
| Website | kenorafinancial.com |
| Phone | (847) 257-7200 |
Kenora Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.4% to 2% a year |
|---|---|
| Account minimum | $150,000 |
| How it charges | Percentage of assets |
In the firm's words
"Above $2,000,000 0.40% 1.00%" source
"$50,000 to $100,000 1.00% 2.00%" source
"Our minimum initial investment requirement is $150,000." source
"Our fees are a percentage of the value of the investments we manage and are debited directly from your account." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $316 million |
| Individual clients | 120 |
| High-net-worth clients | 70 |
| Accounts managed | 100 |
| Employees | 7 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-112395) |
| Financial planning | Offered |
| Form ADV filed | July 29, 2026 |
| SEC record | CRD 123524 |