TrueAdvisor
TrueAdvisor
BK
BK

Benjamin Kennedy

Wilshire-Pennington Group, INC.
12 Years of Experience
Nichols Hills, OK
3 Disclosures
View SEC Summary
View SEC Summary

Benjamin Kennedy is a registered investment advisor at Wilshire-Pennington Group, INC., based in Nichols Hills, OK, with 12 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 103 clients with $53M in assets under management.

Wilshire-Pennington Group, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
103 clients
Average Client Portfolio
$513K average
Assets Under Management
$52.8M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.45%
$500K - $1.0M1.24%
$1.0M - $2.5M0.90%
$2.5M - $5.0M0.75%
$5M+0.60%

Fees are billed monthly in arrears. Financial planning is included at no separate charge.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1712 Pennington Way, Nichols Hills, OK, 73116

Get directions

History

Regulatory History (3)
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.
Regulatory
April 2019
Final
Regulatory
October 2018
Final
Regulatory
May 2017
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wilshire-Pennington Group, INC.
July 2014 - Present · 12 yrs 3 mos
State Registrations3 states
KSOKTX
Advisor

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.
More Advisors
More financial advisors in Nichols Hills, OK →All financial advisors in Oklahoma →