Kenora Financial, LLC
SEC RegisteredHelping you retire on your terms – and your timeline
About the firm
Kenora Financial is a financial planning firm specializing in early retirement, offering financial planning, investment management, and tax preparation all under one roof. Their investment philosophy centers on personalized portfolios of individual U.S. stocks, and they lead with education to help clients make confident, informed decisions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning, investment management, tax strategy, guidance for key financial decisions, and preparation for life's uncertainties including insurance decisions and estate planning.
Who they serve
People who want to retire early, those ready to take the leap into early retirement, and those planning to retire on a traditional timeline who want to make sure they'll have enough.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 120 | $59M |
| High Net Worth Individuals | 70 | $170M |
| Pension/Profit Sharing Plans | 1 | $82M |
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Brokerage $50,000 to $100,000 | 2.00% |
| Brokerage $100,000 to $500,000 | 1.50% |
| Brokerage $500,000 to $2,000,000 | 1.25% |
| Brokerage Over $2,000,000 | 1.00% |
| IRA $50,000 to $100,000 | 1.00% |
| IRA $100,000 to $500,000 | 0.80% |
| IRA $500,000 to $2,000,000 | 0.60% |
| IRA Over $2,000,000 | 0.40% |
Data as of March 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kenora Financial, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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