Kenneth Donnelly is a registered investment advisor at Lexaurum Advisors, based in Overland Park, KS, with 33 years of industry experience. Kenneth 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. Their firm serves 2,230 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fee Estimator
Location
16010 Metcalf Avenue, Suite 101, Overland Park, KS, 66085
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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 →Other Business Activities
Kenneth owns The Donnelly Company, LLC, providing tax preparation and accounting services, taking about half of his time. He also owns Best Tax Resolution and collects book royalties as an author.
Employment History
Current Registrations
Lexaurum Advisors
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Waddell & Reed, INC.Broker
Ing Financial Partners, INC.Broker
Locust Street Securities, INC.Broker
H.D. Vest Investment Securities, INC.Broker
Prime Investors, INC.Broker
Hanover Investment Securities, INC.Broker
First American National Securities, INC.Broker
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.