You’re not planning to work forever.
You’re planning to step back when the nest is empty — once the college bills are paid, the weddings are behind you, and your time finally feels like yours again.
Kenobi Wealth offers a transparent, flat-fee model with 0% AUM fees—forever. We deliver personalized, holistic planning that covers every aspect of your financial life—from retirement to tax strategy to estate planning. Every plan is built around your goals, not your account size.
Yes. As a Registered Investment Adviser (RIA), we are legally and ethically bound to act in your best interest—at all times. Our advice is always unbiased.
No. You don’t need to move your assets to become a client. While we can manage investments as part of your plan, our core focus is comprehensive financial guidance—not selling products or chasing assets.
Not at all. While we have deep experience serving Indian American families and understand the unique dynamics that come with them, we work with clients of all backgrounds who value intentional, personalized financial planning.
Our flat-fee model eliminates hidden costs and percentage-based fees that grow with your portfolio. You pay for the value of advice, not the size of your account. This keeps your costs transparent, fair, and aligned with your long-term success.
Kenobi Wealth provides a full spectrum of services, including:
Ongoing reviews and access to your advisor as life evolves
We typically meet quarterly, but we’re flexible based on your needs. We also check in whenever life events, tax changes, or major financial decisions arise.
You can reach out anytime. We’re not a call center — we maintain a limited client roster to ensure personalized attention. You’ll always have direct access to your advisor.
Yes. We specialize in working with business owners, physicians, and high-income professionals. Whether you’re planning a business exit, optimizing equity comp, or saving aggressively for early retirement, we tailor everything to your unique situation.
Kenobi Wealth is based in Austin, Texas, but we serve clients virtually across the U.S. Our remote-first approach lets us work around your schedule while providing a high-touch experience from anywhere.
You can schedule a no-pressure consultation right from our website. We’ll get to know you, understand your goals, and walk you through how our process works. If it’s a good fit, we’ll begin building your plan together.
Just book a call with Anand or send in your tax return, and we’ll go from there.
Contact us or schedule a free consultation today.
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