Kennedy Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
165
0% high-net worth
Total advisors
2
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
83
Average account size
$0
About
Kennedy Wealth Management, LLC provides fee‑based financial planning and consulting to individual and high‑net‑worth clients, covering areas such as cash‑flow, tax and estate planning, retirement planning, education funding, and investment advice. The firm does not custody or directly supervise client investment accounts; instead it prepares evaluations (net worth statements, risk analyses) and refers clients to third‑party money managers for portfolio management.
The firm’s advice is client‑specific and documented through investment policy statements and periodic reviews, and its analytical methods may include fundamental, technical, and cyclical analysis depending on client objectives. Kennedy Wealth Management also conducts public seminars and workshops for investor education and assists clients with account openings and transfers, while explicitly declining discretionary trading authority over client accounts.
Noteworthy aspects include formal referral agreements with registered third‑party money managers and an affiliated insurance business operated by the firm’s managing member, a relationship the brochure discloses as a potential conflict of interest. Unlike many peers, the firm itself does not manage client assets or rely on percentage‑of‑assets fees, instead delivering planning on a fixed or hourly basis and receiving a portion of advisory fees through its third‑party manager relationships.
Client services
Expertise
Fee options
Fixed fee up to $50,000 for financial planning services
$1,000 per hour (negotiable)
Fee-only: Fixed fee up to $50,000 based on complexity and unique client needs; hourly fee of $1,000 per hour (negotiable)
Main office location
Kennedy Wealth Management, LLC
23901 Calabasas Road, Suite 1064
Calabasas CA 91302, United States
Number of offices
1
Most active in
California · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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