Kenneth Carraro is a CFP-designated registered investment advisor at Financial Planning Northwest, based in Portland, OR, with 3 years of industry experience. Kenneth 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 5 more. Their firm serves 30 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive Financial Plan: $500 to $5,000, depending on the client's needs and complexity.
- Project-Based Financial Planning: $500 to $20,000, depending on the client's needs and complexity.
- Hourly Financial Planning: $250 per hour.
Contact
Kenneth Carraro
Location
Portland, OR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Financial Planning Northwest
State Registrations1 state
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Exams
Additional Information
My career has taken me far and wide in the financial world. My most satisfying work has been helping individuals and families reach their financial goals. In a previous role, I served very affluent clients. My goal now is to democratize the wealth creation process and to make the same expertise available whether you’ve got millions or only hundreds to invest.