# Kenney Wealth Planning & Management

> Kenney Wealth Planning & Management is a state-registered investment advisory firm in Issaquah, WA, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 29, 2026.

- CRD: 326449
- Filed as: KENNEY WEALTH PLANNING & MANAGEMENT
- Legal name: Kenney Wealth Planning & Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Issaquah, WA
- Filing period: October 2026
- Form ADV filing dated: September 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/326449
- AdvisorCensus page: https://advisorcensus.com/firm/kenney-wealth-planning-and-management-issaquah-wa-326449

## Quick answers

**How is Kenney Wealth Planning & Management compensated?**
On its Form ADV (Item 5.E, October 2026), Kenney Wealth Planning & Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Kenney Wealth Planning & Management located?**
Kenney Wealth Planning & Management's principal office is in Issaquah, WA, according to its Form ADV.

**Is Kenney Wealth Planning & Management registered with the SEC or a state?**
Kenney Wealth Planning & Management is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 326449.

**How much does Kenney Wealth Planning & Management manage?**
Kenney Wealth Planning & Management reports $12,447,222 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (100% discretionary).

**What types of clients does Kenney Wealth Planning & Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (14); individuals (other than high net worth individuals) (11).

**Does Kenney Wealth Planning & Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/326449

**What changed in Kenney Wealth Planning & Management's recent Form ADV filings?**
In the October 2026 filing data: Changed its legal name from Kenney Investment Management LLC to Kenney Wealth Planning & Management LLC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $12,447,222
- Discretionary: $12,431,068
- Non-discretionary: $16,154

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $2,504,324 |
| High net worth individuals | 14 | $9,942,898 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [kenneywealth.com](https://kenneywealth.com)
- LinkedIn @kenneywealth

## Changes in the filing (last 12 months)

### October 2026
- Changed its legal name from Kenney Investment Management LLC to Kenney Wealth Planning & Management LLC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kenney Wealth Planning & Management (CRD 326449): Form ADV filing data as of October 2026.