Kenwyck Capital, LLC at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 10 individual clients, 1 of them high net worth.
- Its average account is about $282,000 (assets it manages divided by its 24 accounts).
- Its ongoing planning fee starts at $6,000 a year, above the Georgia median of $5,000.
- Its website says it's taking new clients.
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Marietta, Georgia |
|---|---|
| Website | kenwyckcapital.com |
| [email protected] | |
| Phone | (730) 391-4679 |
Questions about Kenwyck Capital, LLC
How much does Kenwyck Capital, LLC charge?
Kenwyck Capital, LLC publishes these prices: ongoing planning: from $6,000 a year; one-time plan: from $150; hourly: $300 an hour; asset-based fee: 0.9% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is Kenwyck Capital, LLC paid?
Kenwyck Capital, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Kenwyck Capital, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Kenwyck Capital, LLC.
What is the average account at Kenwyck Capital, LLC?
Kenwyck Capital, LLC's average account is about $282,000. That's the assets on its Form ADV divided by its 24 accounts.
Is Kenwyck Capital, LLC accepting new clients?
Yes, according to Kenwyck Capital, LLC's website, checked October 28, 2026.
Kenwyck Capital, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $6,000 a year |
|---|---|
| One-time plan | From $150 |
| Hourly | $300 an hour |
| Asset-based fee | 0.9% a year on the first tier of assets |
| How it charges | Hourly · Ongoing planning fee · Percentage of assets · Flat fee |
In the firm's words
"Ranging from $500-$750 per month, depending on the unique needs of your situation." source
"$150 flat fee for 30 minutes; $300 for 1 hour" source
"$150 flat fee for 30 minutes; $300 for 1 hour" source
"$0 - $2,000,000 0.90%" 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $7 million |
| Individual clients | 9 |
| High-net-worth clients | 1 |
| Accounts managed | 24 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 28, 2026 |
| SEC record | CRD 332844 |