# Kelsey Brennan

> Kelsey Brennan is a fee-only financial advisor at Perennial Advisors Group, LLC in Westford, Massachusetts, who holds the CFP credential. Kelsey charges an ongoing planning fee and focuses on tax planning and divorce financial planning.

Page: https://find.wellspent.co/advisors/kelsey-brennan/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Perennial Advisors Group, LLC
- **Based in:** Westford, Massachusetts
- **Fee model:** Ongoing planning fee
- **Assets under management (firm):** $397.4M across 662 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Divorce financial planning
- **CRD:** 6266957 (https://adviserinfo.sec.gov/individual/summary/6266957)
- **SEC registration:** Investment adviser representative in MA, TX
- **Exams passed:** Series 65 (2017)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://perennialadvisorsgroup.com

## Frequently asked questions

### Is Kelsey Brennan a fee-only financial advisor?

Yes. Kelsey Brennan is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kelsey's firm.

### How does Kelsey Brennan charge for financial advice?

Kelsey Brennan charges an ongoing planning fee.

### Where is Kelsey Brennan based?

Kelsey Brennan is based in Westford, Massachusetts.

### What does Kelsey Brennan specialize in?

Kelsey Brennan's specialties include tax planning and divorce financial planning.

### What credentials does Kelsey Brennan hold?

Kelsey Brennan holds the CFP credential.

### Is Kelsey Brennan registered with the SEC?

Yes. Kelsey Brennan is registered as an investment adviser representative in MA and TX (CRD 6266957), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Perennial Advisors Group, LLC manage?

Perennial Advisors Group, LLC reports $397.4M across 662 accounts in assets under management.

### How do I contact Kelsey Brennan?

Through Kelsey Brennan's website, perennialadvisorsgroup.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/kelsey-brennan-11131): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.perennialadvisorsgroup.com/): specialties, clients served, and fees, checked October 28, 2026

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