Anand Narayan is a registered investment advisor at Kenobi Wealth, based in Austin, TX. Anand operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kenobi Wealth includes investment management as part of its subscription-based financial planning service. You cannot hire Kenobi Wealth for investment management alone. The monthly fees are:
- Freedom Builder — $250/month
- Freedom Family — $400/month
- Freedom Empire — $600/month
Location
Austin, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Anand is a Managing Partner/Principal at Kenobi Wealth LLC (wealth management) and Kenobi Capital LLC (business consulting), dedicating full-time and a few hours per week, respectively. He is also the owner of an Amazon e-commerce store and founder of an inactive staffing company, as well as an unpaid advisor for Ciba Health and Veblen Director Programme.
Employment History
Current Registrations
Kenobi Wealth
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.