Kelsey Brennan
Perennial Advisors Group, LLC · Westford, Massachusetts
Kelsey Brennan is a fee-only financial advisor at Perennial Advisors Group, LLC in Westford, Massachusetts, who holds the CFP credential.
- $397M
- Firm assets managed
- $600,000
- Firm's average account
- 2017
- First securities exam
What Kelsey focuses on
How does Kelsey's firm compare?
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Perennial Advisors Group, LLC's average account is about $600,000, from its Form ADV (assets managed divided by 662 accounts).
Questions about Kelsey
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Perennial Advisors Group, LLC |
|---|---|
| Based in | Westford, Massachusetts |
| Fee model | Ongoing planning fee |
| Assets under management | $397.4M across 662 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, TX · CRD 6266957 |
| Exams passed | Series 65 (2017) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | perennialadvisorsgroup.com |
| Profile |
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Other fee-only advisors in Westford
Other advisors in Massachusetts who focus on tax planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Perennial Advisors Group, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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