James Kennedy
Safe Harbor Financial Planning & Investment Advisory · Statesboro, Georgia
James Kennedy is a fee-only financial advisor at Safe Harbor Financial Planning & Investment Advisory in Statesboro, Georgia, who holds the CFP credential. Safe Harbor Financial Planning & Investment Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to James →
Facts
| Firm | Safe Harbor Financial Planning & Investment Advisory |
|---|---|
| Based in | Statesboro, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $61.9M across 190 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA · CRD 5725486 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | safeharborfp.com |
How James's firm compares
- Safe Harbor Financial Planning & Investment Advisory's average account is about $326,000, from its Form ADV (assets managed divided by 190 accounts).
Request an introduction to James
Tell James a little about what you're looking for. James isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about James
Is James Kennedy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Safe Harbor Financial Planning & Investment Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Safe Harbor Financial Planning & Investment Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James Kennedy based?
James Kennedy is based in Statesboro, Georgia.
What credentials does James Kennedy hold?
James Kennedy holds the CFP credential.
Is James Kennedy registered with the SEC?
Yes. James Kennedy is registered as an investment adviser representative in GA (CRD 5725486), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Safe Harbor Financial Planning & Investment Advisory manage?
Safe Harbor Financial Planning & Investment Advisory reports $61.9M across 190 accounts in assets under management.
How do I contact James Kennedy?
Through James's website, safeharborfp.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
- Safe Harbor Financial Planning & Investment Advisory website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.