Daniel Kenny is a CFP-designated registered investment advisor at Fi-Nancial Planner LLC, based in Hamilton, VA, with 9 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 44 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | Included |
| $250K+ | 0.50% |
For investment advisory clients that also choose to participate in comprehensive financial planning, there will be no fee charged on the first $249,999 of assets under management.
Fee Estimator
Contact
Daniel Kenny
Location
Hamilton, VA
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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 →Employment History
Current Registrations
Fi-Nancial Planner LLC
Previous Registrations
Sullivan, Bruyette, Speros & Blayney, LLC
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.
Exams
Additional Information
After years of pursuing Financial Independence/Retire Early (FIRE), Danny decided to make a change in his life to pursue a Fully Funded Lifestyle Change. Now his goal is to work with clients he loves and on projects he is truly passionate about. Danny knows firsthand what the benefits of pursuing FI are, namely the freedom to exit the normal work path and chase the dream of a better work-life balance and work he deeply cares about.