KM
KM

Kenna Mcmurray

1 Year of Experience
Johnson City, TN

Kenna Mcmurray is a registered investment advisor at Guardian Wealth Advisors, LLC, based in Johnson City, TN, with 1 years of industry experience. Kenna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,683 clients with $2.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
1,683 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$2.1B

Fee Structure

Planning is included in investment management (also available separately)

GWA's investment advisory fees are individually negotiated with each client. The typical range is between 0.30% and 1.5% of the account value, depending on the size of the account, services provided, and other factors. Some accounts may be subject to a minimum annual fee. If GWA uses outside managers or platforms, those fees are added to GWA's fees. Fees can be paid monthly or quarterly, in advance or arrears.

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Location

Johnson City, TN

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Guardian Wealth Advisors, LLC
October 2024 - Present · 1 yr 6 mos
State Registrations2 states
NCTN
Advisor

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
No exam information available for this advisor.
Kenna Mcmurray - Financial Advisor | TrueAdvisor