Adrian Kennedy is a CFP-designated registered investment advisor at Enlightnu Wealth LLC, based in Overland Park, KS, with 3 years of industry experience. Adrian 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable based on historical relationships, asset types, and account size. Cash is included as an asset class in fee calculations.
Fee Estimator
Location
10895 Grandview Drive, Suite 200, Overland Park, KS, 66210
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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
Enlightnu Wealth LLC
Previous Registrations
The Retirement Planning Group, LLC
Larson Financial Securities, LLCBroker
Ally Invest Securities LLCBroker
TD Ameritrade, INC.Broker
Gwfs Equities, 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.
Exams
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