Kenneth Kneale is a registered investment advisor at Arcadian Financial Services, based in San Diego, CA, with 2 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 3 more. Their firm serves 30 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Arcadian offers an ongoing financial planning service called the Financial Wellness Plan. This service costs $400 per quarter and includes continuous access to a planner who will update and monitor your plan. There will be a full annual review to ensure the plan is still appropriate and aligned with your goals.
- Financial Check Up Plan — $1,950.00 to $2,220.00, a detailed assessment of your current financial situation with a focus on near-term goals. Includes a health check report card, written recommendations, retirement projections, portfolio review, and asset allocation.
- Financial Health Plan — $2,950.00 to $3,500.00, a collaborative process focused on maximizing your potential for meeting life goals. Includes a health check report card, retirement scenario planning, spending plan, cash flow projections, a written plan with recommendations, asset allocation, and tax planning strategies.
- Hourly Financial Planning — $250.00 per hour for specific financial needs that don't require a full financial plan.
Location
San Diego, CA
Get directionsHistory
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
Arcadian Financial Services
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.