Kennon Financial

Financial Advisor in Sarasota, FL

Firm Info
Address: 1 S School Ave, Sarasota, FL 34237, USA
Phone: (941) 556-6307

Firm Size
Assets Under Management: $242 million
# of Advisors: 1
# of Clients: 1,059
Client to Advisor Ratio: 1059:1
Average Account Size: $228,517
# of Offices: 1

Services Offered
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)

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Kennon Financial Overview

Kennon Financial is a fee-only Registered Investment Advisory firm headquartered in Sarasota, FL. Since its establishment in 2019, the company has been providing a range of investment advisory services to individuals and small businesses. As an insurance broker/agent, the firm is registered to offer investment advice to its clients, enabling them to make informed financial decisions. At Kennon Financial, their fee-only business model ensures complete transparency in the fee structure, eliminating any conflict of interest. The company offers portfolio management services, which helps clients to invest their money efficiently and maximize their returns. Their personalized approach to investment advice helps clients to enhance their financial health while keeping their long-term financial goals in mind. Kennon Financial's services are aimed at individuals and small businesses that are looking for expert investment advice, with a focus on risk management. The company's portfolio management services are designed to cater to the unique needs of each client, with investment strategies tailored to each client's financial goals. By partnering with Kennon Financial, clients can be sure of receiving unbiased financial advice and customized investment solutions.

Kennon Financial is a reputable financial firm that provides services to a range of clients. The firm caters to individuals seeking to manage their finances more effectively, as well as high net worth individuals who need more specialized assistance with complex financial matters. From risk assessment and asset management to estate planning and investment advice, KENNON FINANCIAL offers a comprehensive suite of financial services to meet clients' diverse needs. In terms of fee structures, the fees charged by KENNON FINANCIAL largely depend on the type of service provided. For example, the firm charges a percentage of assets under management (AUM) for investment management services. This fee typically ranges from 0.5% to 2% of AUM, depending on the size of the portfolio and the level of service required. Other types of services, such as financial planning or estate planning, may be charged on an hourly basis or as a flat fee. KENNON FINANCIAL is committed to transparent and fair fee structures, ensuring that clients know exactly what they are paying for and why.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure of Kennon Financial does not mention anything about their investment minimum. Therefore, it is unclear what the minimum amount an investor needs to invest with them is. Interested parties may need to contact the firm directly to inquire about their investment minimums.

How This Office Can Help Sarasota, FL Residents

Kennon Financial is a financial planning firm that assists clients in Sarasota, Florida with a range of financial issues. With over 30 years of experience, Kennon Financial helps individuals and families achieve financial peace of mind through personalized strategies and advice tailored to their unique needs. The firm offers comprehensive financial planning, investment management, retirement planning, estate planning, tax planning, and insurance services. Many people in Sarasota, Florida face unique financial challenges, such as managing their wealth in a volatile investment market, planning for retirement amidst an uncertain economy, and navigating the complexities of estate planning and tax mitigation. The professionals at Kennon Financial work closely with clients to understand their goals and develop strategies that help them overcome these challenges and achieve financial success. As trusted advisors, the team at Kennon Financial provides clients with objective advice, guidance, and support, helping them make informed decisions and take control of their financial future.

To view the Minimum Investment and Fee Schedule for Kennon Financial, visit their Part 2 Brochure.

Services Offered by Kennon Financial

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Kennon Financial most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1 S School Ave, Sarasota, FL 34237, USA
Phone (941) 556-6307
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Kennon Financial is registered to service clients in the following states:

  • Florida
  • Louisiana
  • Pennsylvania

Disciplinary History

Kennon Financial does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

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