Kenobi Wealth Memberships
Built for Families. Not for the Masses.
Kenobi Wealth isn’t a marketplace or a robo-advisor.
We’re a modern, flat-fee family office built for Indian American professionals and families who want freedom, clarity, and legacy — not just retirement.
This membership isn’t about managing your investments.
It’s about managing your entire financial life — with a coach, strategist, and accountability partner by your side.
What Makes Kenobi Wealth Different?
No AUM Fees. No Product Pushing. Ever.
Culturally fluent planning
for multi-generational families
Real people, real strategy — not a call center
Built for early freedom,
not age 65
One flat monthly fee
Aligned with your goals, not your account size
Who This Is For
We work with a select number of families who are:
Building income across assets, not just salary
Supporting both kids and aging parents
Thinking about legacy before age 50
Ready to take control, but don’t want to do it all themselves
Done with salesy advisors or percentage-based fees
What You Get in Every Membership
A financial roadmap built around your life
College, weddings, real estate, parent care, legacy
A tax-first planning engine to uncover missed opportunities
Estate + inheritance strategies to protect your family
Access to smarter investments, private placements, and asset-based income
A dedicated advisor who meets with you quarterly and adjusts your plan in real-time
Technology that puts your entire financial life in your pocket
Pricing Strategy
| Category | Freedom Builder | Freedom Accelerator | Freedom Forever |
|---|---|---|---|
| Monthly Fee | $250 | $400 | $600 |
| Financial Freedom Strategy | Comprehensive Lifestyle Design | Comprehensive Lifestyle Design | Comprehensive Lifestyle Design |
| Milestone Planning | College, Wedding, Home Buying, Vacations, Retirement, Parent Support | College, Wedding, Home Buying, Vacations, Retirement, Parent Support | College, Wedding, Home Buying, Vacations, Retirement, Parent Support |
| Family & Inheritance Planning | Estate Planning Software | Full Family Legacy Planning | Multi-Generational Legacy & Trust Planning |
| Tax Planning | Comprehensive Audit Report | Annual Tax Planning + Comprehensive Audit |
Multi-Year Tax Strategy + Comprehensive Audit |
| Financial Coach | Quarterly Planning + Email Coaching | Quarterly Planning + On-Demand Coaching | Unlimited Advisor Coaching + Full Team Support |
| Investment Management | Personalized For YOU — ETF Portfolios No AUM Fees, No Minimums, No Pressure, Ever! |
Personalized For YOU — Direct Indexing + Thematic Portfolios No AUM Fees, No Minimums, No Pressure, Ever! |
Personalized For YOU — Direct Indexing + Thematic Portfolios No AUM Fees, No Minimums, No Pressure, Ever! |
| Asset Based Income Portfolio | ❌ | ❌ | Access to high yield income opportunities No AUM Fees, No Minimums, No Pressure, Ever! |
| Alternative Investments | ❌ | ❌ | Access to Private Investment and Deal Flow |
| Business Advisory | ❌ | ❌ | Business Strategy: Structuring, Treasury, Cash Flow |
Membership Is By Application Only
We intentionally limit the number of families we work with so every client gets personalized attention.
If you’re interested, here are your next steps:
Questions?
At Kenobi Wealth our journey began with a simple yet powerful mission: to empower individuals and businesses to achieve their financial goals through expert guidance and unwavering support.
Or reach out directly — we’re real humans, not bots.
Final Thought:
This isn’t financial planning the way your parents did it.
This is for families who want to live better, not just retire richer.
