Kenton Fenno
Kenton Fenno is a registered investment advisor at Bauman Wealth Advisors, based in Las Vegas, NV, with 22 years of industry experience. Kenton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 495 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bauman Wealth Advisors offers investment management services based on a percentage of your portfolio.
For direct asset management, the annual fee is 2% of your portfolio. This fee may be negotiable based on factors like your relationship with the firm, the type and amount of assets, and anticipated future earnings.
Bauman Wealth Advisors also works with Gradient Investments as a co-advisor. In this arrangement, the total annual fee is 1.50% of your portfolio for strategic, tactical, allocation, and defined outcome portfolios, and 1.00% for preservation portfolios. For client-directed accounts, there is a flat fee of $300 per year. Bauman Wealth Advisors receives a portion of these fees.
Location
10501 W Gowan Rd, Suite #100, Las Vegas, NV, 89129
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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
Kenton is a sole proprietor involved in insurance sales since 2013, dedicating about a quarter of his time. He also owns Aire Libre Insurance Agency, LLC, focusing on health insurance, and works as an insurance agent for Bauman Financial Group, selling fixed insurance products, dedicating about 10-20% of his time.
Employment History
Current Registrations
Bauman Wealth Advisors
Previous Registrations
Gradient Wealth Management
Gradient Securities, LLCBroker
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Ing Financial Partners, 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.