Kenobi Wealth provides financial planning, investment management, tax planning, and insurance strategy services through a tiered, subscription-based model. Kenobi Wealth does not charge asset-based fees and does not require investment minimums. Portfolio management is part of the overall planning service and is not offered as a standalone service.
Assets Under Management$5M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$5M
Fee Structure
Planning is included in investment management
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
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