Kenney Wealth Planning & Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$295/hr

“The hourly fee for calculating these services is $295.”

Flat or project fee

$2,950

“The negotiated fixed rate for creating client financial plans starts at $2,950.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Kenney Wealth Planning & Management bills

Payment and refund terms, quoted from the fee section of the brochure.

• “These fees are negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Asset-based portfolio management fees are withdrawn directly from the client's accounts with client's written authorization, or by credit card on a quarterly basis.”

How Kenney Wealth Planning & Management’s fees compare

• Its hourly rate of $295 is below the Washington median of $300. 49% of the 216 other Washington planners that publish an hourly rate charge less.
• 3 of the 4 other planners in Issaquah that publish an hourly rate charge less.
• Its flat or project fee of $2,950 is below the Washington median of $3,250. 44% of the 103 other Washington planners that publish a flat or project fee charge less.

About Kenney Wealth Planning & Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Tax planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

25

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$12,447,222

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

326449

Website

kenneywealth.com (opens in new tab)

Phone

(425) 414-0954

Other planners in Issaquah that publish fees

• Capital Partners Wealth ManagementIssaquah$2,500
• Gevers Wealth ManagementIssaquah$25,000/yr
• Kirwin Financial LLCIssaquah$275/hr, $3,500/yr
• Prism Financial Planning, LLCIssaquah$400/hr
• Steelhead Capital Management LLCIssaquah$250/hr, $500/qtr
• Wright Wealth Management, LLCIssaquah$250/hr

Compare all 8 planners in Issaquah