Kennedy Wealth Management, LLC

Overview

Kennedy Wealth Management, LLC operates as a small, owner-led limited liability company that positions itself more as a capital allocator and financial planning practice than a traditional asset-gathering RIA. The firm offers financial planning services, helps clients select other advisers, and runs educational seminars and workshops. Its fee structure includes hourly charges, fixed fees and other non-asset-based billing, which aligns with a planning-first model and the firm’s role in directing client capital to external managers. Investment emphasis includes alternative exposure across real estate, commodities and oil & gas, supplemented by conventional vehicles such as mutual funds and annuities. The firm lists an industry affiliation with an insurance company, which supports the use of insurance-based solutions in client plans. Kennedy Wealth Management does not report active ESG investing activity and is not flagged as a multistate adviser.

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Investments & Alternatives

Location & Offices