Kenton Braun is a CFP, ChFC-designated registered investment advisor at Personal Prosperity LLC, based in Spring, TX, with 5 years of industry experience. Kenton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Federal Employees, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 12 clients with $22M 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 $1.0M | 0.60% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.30% |
Fees are negotiable. Minimum quarterly fee of $300.
Fee Estimator
Contact
Kenton Braun
Location
Spring, TX
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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 →Employment History
Current Registrations
Personal Prosperity LLC
Previous Registrations
Mitchell Clark & Company
Mitchell Clark & Company
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
After a successful engineering career and successful implementation of a self-performed investment plan, I embraced the Financial Independence, Retire Early (FIRE) movement. “Retirement” or transitioning out of the career you have built over decades is a significant life event, particularly when it occurs prior to normal retirement age. Therefore, I sought guidance to ensure that my financial picture was in order and that I was on the best path toward achieving established goals and maintaining lifestyle. Like many others, I struggled to find advice that encompassed the comprehensive picture or advice that was not predicated upon the advisor earning commissions off products that they sold. The most common deficiency I ran into was that planning did not adequately consider the impact of taxes, which play a role in most every financial decision and have a significant impact on long-term wealth accumulation.