Advisor at Stablepoint Partners, 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
Stablepoint Partners, LLC
Location
Braintree, MA 02184
Credentials
CFP®, Series 66
Industry experience
8 years
Kennan Startzell is a CFP® with eight years of industry experience, currently serving as an advisor at Stablepoint Partners, LLC. He previously worked at Morgan Stanley for eight years and Brown Brothers Harriman for one year. In addition to his advisory role, he is a licensed insurance agent involved in insurance sales and implementation. Stablepoint Partners, LLC is a registered investment adviser providing wealth management services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term, portfolio-driven investment approach using diversified portfolios of ETFs, mutual funds, individual securities, and alternative investments, along with ongoing discretionary portfolio supervision.
Based on Stablepoint Partners, LLC
Based on Stablepoint Partners, LLC
Certain clients may be offered a fixed annual rate or fixed annual fee.
$0 - $1,000,000: 1.50% annually $1,000,001 - $2,000,000: 1.25% annually $2,000,001 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.75% annually $10,000,001+: Negotiable
Commission-based compensation is only earned by certain advisory persons through affiliated insurance entity (Stablepoint Insurance, LLC) for selling insurance products; separate from advisory fees.
Fee-only: Wealth management fees based on assets under management as per tiered schedule; fees may be negotiable; includes securities transaction fees in wrap fee program.
45 Braintree Hill Park, Suite #402
Braintree, MA 02184
Massachusetts
Stablepoint Partners, LLC
2024 - Present (2 years)
Morgan Stanley
2016 - 2024 (8 years)
Brown Brothers Harriman
2015 - 2016 (1 year)
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.
Is not active or affiliated with:
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.
Accountant / CPA / tax prep
They offer tax and accounting 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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
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