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Kenneth Barnes

24 Years of Experience
Honolulu, HI
1 DisclosureBroker

Kenneth Barnes is a registered investment advisor at Equitable Advisors, LLC, based in Honolulu, HI, with 24 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 69,432 clients with $38B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4570 advisors
Number of Clients
69,432 clients
Average Client Portfolio
$548K average
Assets Under Management
$38.0B

Fee Structure

Planning is included in investment management (also available separately)

Equitable Advisors offers investment management through LPL Financial programs and third-party asset managers (TAMPs). Fees vary depending on the program and assets invested.

For LPL programs like SAM, fees are based on a percentage of your portfolio. In some cases, you can choose whether to pay transaction charges directly or have the advisor pay them, which affects the overall advisory fee.

When using TAMPs, the fees are determined by the TAMP and a portion is paid to Equitable Advisors. The specific fees, minimums, and arrangements vary by TAMP, so it's important to review their brochures.

Equitable Advisors also offers ERISA fiduciary services to retirement plans, with fees determined by the specific services provided.

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Location

1003 Bishop Street, Pauahi Tower, Suite 1450, Honolulu, HI, 96813

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
August 1993
Final Disposition
Other Business Activities

Kenneth works as an Uber driver since 2022 and is a member of 1DG LLC Property since late 2024. These activities are not investment-related.

Employment History
Current Registrations
Equitable Advisors, LLC
February 2017 - Present · 9 yrs 3 mos
Equitable Advisors, LLCBroker
July 2011 - Present · 14 yrs 10 mos
Previous Registrations
Diversified Investors Securities CORP.Broker
May 2003 - May 2011 · 8 yrs
Vanguard Marketing CorporationBroker
October 2001 - April 2003 · 1 yr 6 mos
State Registrations14 states
AZCACOFLHIILKYMOORPARITXVAWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Kenneth Barnes - Financial Advisor | TrueAdvisor