Timothy Kenney is a CFP-designated registered investment advisor at Seawise Financial, INC., based in Cardiff By the Sea, CA, with 27 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 67 clients with $75M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $7.0M | 0.50% |
| $7M+ | 0.35% |
Fee may be negotiable in certain cases.
Fee Estimator
Location
120 Birmingham Drive, Suite 240F, Cardiff By the Sea, CA, 92007
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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 →Employment History
Current Registrations
Seawise Financial, INC.
Previous Registrations
USAA Investment Management Company
USAA Financial Advisors, INC.Broker
USAA Financial Planning Services
UBS Financial Services INC.
UBS Financial Services INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
LPL Financial CorporationBroker
TD Waterhouse Investor Services, INC.Broker
State Registrations2 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.