Derek Kennedy
Kennedy Wealth Management · Knoxville, Tennessee
Derek Kennedy is a fee-only financial advisor at Kennedy Wealth Management in Knoxville, Tennessee, who holds the CFP credential. Kennedy Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Kennedy Wealth Management |
|---|---|
| Based in | Knoxville, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $24.1M across 78 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TN · CRD 2357481 |
| Exams passed | Series 63 (1993) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.kennedywealthmanagement.com |
How Derek's firm compares
- Kennedy Wealth Management's average account is about $308,000, from its Form ADV (assets managed divided by 78 accounts).
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Questions about Derek
Is Derek Kennedy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Derek holds no broker registration, and Kennedy Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Derek charge for financial advice?
Derek's firm, Kennedy Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Derek Kennedy based?
Derek Kennedy is based in Knoxville, Tennessee.
What credentials does Derek Kennedy hold?
Derek Kennedy holds the CFP credential.
Is Derek Kennedy registered with the SEC?
Yes. Derek Kennedy is registered as an investment adviser representative in TN (CRD 2357481), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Kennedy Wealth Management manage?
Kennedy Wealth Management reports $24.1M across 78 accounts in assets under management.
How do I contact Derek Kennedy?
Through Derek's website, www.kennedywealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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