David Kennon is a registered investment advisor at Kennon Financial, based in Sarasota, FL, with 24 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 741 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Management fees range up to 1.00% per annum depending on the type and complexity of the investment management strategy employed as well as the size of the account or overall client relationship. These fees may be negotiated.
Fee Estimator
Location
1 South School Avenue, Penthouse Suite, Sarasota, FL, 34237
Get directionsHistory
Regulatory History (4)
Customer Dispute
July 2021Customer Dispute
July 2021Customer Dispute
February 2021Customer Dispute
April 2018Other Business Activities
David is the Vice President of There is Light, Inc., a non-profit organization, dedicating about 10-20% of his time. He is also an author, speaker, entertainer, and media contributor for Spend More Worry Less, spending a few hours per week on this activity.
Employment History
Current Registrations
Kennon Financial
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
AXA Advisors, LLCBroker
State Registrations1 state
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.