Advisor at Baker Tilly Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Baker Tilly Wealth Management, LLC
Location
Nashville, TN 37228
Credentials
Series 66
Industry experience
7 years
Kelsey Kennedy is a financial advisor at Baker Tilly Wealth Management, LLC with seven years of industry experience. She holds a Series 66 designation and has worked previously at Brightchoice Financial LLC, Kraft Asset Management, LLC, The Avenue Wealth Management, and Mcdonald Wealth Management. Baker Tilly Wealth Management provides investment advisory, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, families, trusts, pension and profit-sharing plans, and governmental entities. The firm manages approximately $4.6 billion in regulatory assets across 21 advisors, offering portfolio management, investment consulting, and third-party manager allocation services tailored to client objectives and risk tolerance.
Based on Baker Tilly Wealth Management, LLC
Based on Baker Tilly Wealth Management, LLC
Negotiated fixed fees for investment consulting and pension consulting services; pension consulting plans range from $500 to $130,000 depending on size and complexity
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.65% Over $10,000,000+: 0.55%
Hourly fees typically range from $250 to $725 per hour for investment consulting; $125 to $725 per hour for pension consulting; BTIS hourly rates from $110 to $525 per hour depending on role
Account minimum: $1,500 minimum fee for written financial plans and pension consulting services; no stated general minimum investment for portfolio or consulting clients Minimum fee: Minimum fee of $1,500 for written financial plans and pension consulting services
555 Great Circle Road
Nashville, TN 37228
Tennessee
Baker Tilly Wealth Management, LLC
2025 - Present (1 year)
Baker Tilly Advisory Group, LP
2025 - Present (1 year)
Brightchoice Financial LLC
2020 - 2024 (4 years)
Kraft Asset Management, LLC
2020 - Present (6 years)
UnEmployed
2019 - 2020 (1 year)
The Avenue Wealth Management
2017 - 2019 (2 years)
Floyd County Tag Office/Motor Vehicle
2017 - 2017 (1 year)
Mcdonald Wealth Management
2013 - 2017 (4 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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, 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.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
Nashville, TN
Center Hill Wealth, LLC
Series 66
Nashville, TN
Boulevard Money
CFP®, Series 66
Nashville, TN
Dirigo Private Wealth
CFA®, Series 66
Nashville, TN
Lotus Asset Management Limited Liability Company
Series 66
Nashville, TN
Christian A. Hermo LLC
Series 65
Brentwood, TN
Quants Compete
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