Dillon Kenniston is a CFP-designated registered investment advisor at Rewealth, based in Sinking Spring, PA, with 7 years of industry experience. Dillon 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, Investment Management, and 3 more. Their firm serves 6 clients with $1.2M 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 $500K | 1.00% |
| $500K - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
The annual fees are negotiable and are prorated and paid in arrears on a quarterly basis. Total asset management fees will not exceed 3% of AUM.
Fee Estimator
Contact
Dillon Kenniston
Location
Sinking Spring, PA
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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 Activities
Dillon is a licensed realtor with Quinn & Wilson, Inc. since January 2024, buying and selling personal real estate, dedicating minimal time to this activity.
Employment History
Current Registrations
Rewealth
Previous Registrations
Robustwealth, INC.
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.
Exams