Kennedy Wealth Management, LLC

Overview

Kennedy Wealth Management, LLC is a California-registered limited liability company under individual ownership that focuses on financial planning and related advisory services. The firm provides financial planning, selects outside advisers on clients’ behalf, and runs educational seminars and workshops. Its fee arrangements include hourly billing, fixed fees, and other non-asset-based pricing structures. The firm is identified as a capital allocator, and it has an industry affiliation with an insurance company. Kennedy Wealth Management is not positioned as an ESG-driven adviser and is not set up as a multi-state or pension consulting practice. Its operating model emphasizes working with external managers and advisers rather than running a broad in-house investment platform.

Investments & Alternatives

Location & Offices