Brett Kennelly is a registered investment advisor at Stadia Financial LLC, based in Kamuela, HI, with 1 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.85% |
| $10M+ | 0.65% |
Fee Estimator
Location
65-1230 Mamalahoa Hwy, Suite D-21, Kamuela, HI, 96743
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Brett is a Managing Director at Stadia Capital Group, LLC, dedicating about 15 hours per week to the overall management of the company. He also serves as Managing Director at Kolea Management Services, LLC, spending a few hours per week on overall management.
Employment History
Current Registrations
Stadia Financial LLC
State Registrations1 state
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