Advisor at Fortis Group Advisors LLC
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Firm
Fortis Group Advisors LLC
Location
Westwood, NJ 07675
Credentials
ChFC®, Series 63, Series 65
Industry experience
30 years
Christopher Kenneally is a financial advisor with Fortis Group Advisors LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 30 years of industry experience, including roles at LPL Financial LLC and Invest Financial Corporation. Kenneally is also involved with Christopher Edwards Financial Associates, LLP, an investment-related business activity. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, employer-sponsored retirement plans, institutions, trusts, and estates. The firm emphasizes diversified, asset-allocation portfolios and employs risk-profiling technology alongside administrative and tax-aware platforms to tailor client solutions.
Based on Fortis Group Advisors LLC
Based on Fortis Group Advisors LLC
Fixed fees for financial plans range from $500 to $25,000, specific fee set in planning agreement
Up to $400.00 per hour depending on complexity
Account minimum: $50,000
345 Kinderkamack Road, Suite B
Westwood, NJ 07675
New Jersey · Texas
LPL Financial
2018 - Present (8 years)
Fortis Group Advisors, LLC
2018 - Present (8 years)
Invest Financial Corporation
2008 - 2018 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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