# Charles Kennedy

> Charles Kennedy is a fee-only financial advisor at The Pacific Financial Group in Nashville, Tennessee. Charles focuses on retirement planning. The Pacific Financial Group reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/charles-kennedy/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** The Pacific Financial Group
- **Based in:** Nashville, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $5.07B across 16,832 accounts
- **Specialties:** Retirement planning
- **CRD:** 2799039 (https://adviserinfo.sec.gov/individual/summary/2799039)
- **SEC registration:** Investment adviser representative in TN, WA
- **Exams passed:** Series 63 (1999), Series 65 (2018), Series 66 (2007)
- **Firm size:** 62 employees
- **Disclosures:** None reported
- **Website:** https://www.tpfg.com

## Frequently asked questions

### Is Charles Kennedy a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and The Pacific Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Charles charge for financial advice?

Charles's firm, The Pacific Financial Group, reports charging a percentage of assets on its SEC Form ADV.

### Where is Charles Kennedy based?

Charles Kennedy is based in Nashville, Tennessee.

### What does Charles specialize in?

Charles's specialties include retirement planning.

### Is Charles Kennedy registered with the SEC?

Yes. Charles Kennedy is registered as an investment adviser representative in TN and WA (CRD 2799039), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does The Pacific Financial Group manage?

The Pacific Financial Group reports $5.07B across 16,832 accounts in assets under management.

### How do I contact Charles Kennedy?

Through Charles's website, www.tpfg.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2799039): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.tpfg.com/home): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.