Henry Kinney
Henry Kinney is a registered investment advisor at Retireright Consulting Group, based in West Des Moines, IA, with 36 years of industry experience. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 396 clients with $660M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RetireRight generally charges a percentage of your portfolio, but the specific rate isn't listed in the brochure. The fee depends on the scope and complexity of your account, the expertise required, and the time involved, but it won't exceed 2% annually. The fee is calculated based on the market value of your investments. There may be additional brokerage and transaction fees.
Location
1200 Valley West Dr, Suite 707, West Des Moines, IA, 50266
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Henry sells non-variable and long-term care insurance, dedicating minimal time to non-variable insurance and a few hours per week to long-term care insurance sales. He also operates RetireRight, LLC as a Registered Investment Advisor, spending about a quarter of his time on investment advisory services.
Employment History
Current Registrations
Retireright Consulting Group
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
MML Investors Services, INC.Broker
Princor Financial Services CorporationBroker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.