Kenneth Perine is a CFP-designated registered investment advisor at Meritage Wealth Advisory, LLC, based in Santa Rosa, CA, with 17 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 40 clients with $53M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range from 0.25% to 1.5%, generally declining as asset levels increase. Minimum annual fee is $3,500. Lower fees may be negotiated.
Fee Estimator
Contact
Kenneth Perine
Location
Santa Rosa, CA
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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 is involved with DSBC Transition Corp, a holding company for commercial rental property, dedicating minimal time to this activity.
Employment History
Current Registrations
Meritage Wealth Advisory, LLC
Previous Registrations
LPL Financial LLC
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.
Exams
Additional Information
Ken Perine is a Certified Financial Planner® and the founder of Meritage Wealth Advisory. In his “previous” life, he was the third generation running his family’s business. After three generations, it was decided that the best thing for his family was to sell.