Advisor at Safe Harbor Financial Planning & Investment Advisory, LLC
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Firm
Safe Harbor Financial Planning & Investment Advisory, LLC
Location
Statesboro, GA 30458
Credentials
CFP®
Industry experience
16 years
James Kennedy is a CFP® professional with 16 years of industry experience. He is the principal advisor at Safe Harbor Financial Planning & Investment Advisory, LLC, where he has worked since 2009. Kennedy is also a partner and Certified Public Accountant (CPA) at Reddick, Riggs, Hunter & Kennedy, P.C., a role he has held since 1998. Safe Harbor Financial Planning & Investment Advisory provides personalized financial planning, portfolio management, and pension consulting services to individuals, employee benefit plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach combines fundamental analysis and modern portfolio theory, tailoring strategies to client objectives, risk tolerance, and liquidity needs.
Based on Safe Harbor Financial Planning & Investment Advisory, LLC
Based on Safe Harbor Financial Planning & Investment Advisory, LLC
Negotiable fixed fee of $650 to $5,000 for financial planning services
$0 - $49,999: 1.75% $50,000 - $199,999: 1.50% $200,000 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.90% $2,000,000 - $2,999,999: 0.80% $3,000,000 - $3,999,999: 0.70% $4,000,000 - $4,999,999: 0.60% $5,000,000+: 0.50%
$140 per hour for consulting services
Minimum fee: $1,250 annual minimum fee for portfolio management services; may be waived or lowered at discretion Fee-only: Negotiable fixed fee ranging from $650 to $5,000 for financial planning services based on scope and complexity; negotiable hourly rate of $140 for consulting services
23 Siebald Street
Statesboro, GA 30458
Georgia
Safe Harbor Financial Planning & Investment Advisory, LLC
2009 - Present (17 years)
Reddick, Riggs, Hunter & Kennedy, Pc
1998 - Present (28 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not 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.
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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