Kenneth Bellavance
truFP · Cumming, Georgia
Kenneth Bellavance is a fee-only financial advisor at truFP in Cumming, Georgia. Kenneth charges a percentage of assets and an ongoing planning fee (ongoing planning from $2,000 a year and 1% a year on the first tier of assets managed) and focuses on retirement planning, estate & legacy planning and tax planning.
Request an introduction to Kenneth →
Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | truFP |
|---|---|
| Based in | Cumming, Georgia |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $2,000 a year · 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $421.7M across 2,645 accounts |
| SEC registration | Investment adviser representative in GA, TX · CRD 6393105 |
| Exams passed | Series 66 (2014) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.trufp.com |
| Profile |
How Kenneth's firm compares
- Ongoing planning starts at $2,000 a year, below the Georgia median of $5,000 for fee-only firms that publish prices.
- truFP's average account is about $159,000, from its Form ADV (assets managed divided by 2,645 accounts).
Request an introduction to Kenneth
Tell Kenneth a little about what you're looking for. Kenneth 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 Kenneth
Is Kenneth Bellavance a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kenneth holds no broker registration, and truFP reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kenneth charge for financial advice?
Kenneth charges a percentage of assets and an ongoing planning fee.
How much does Kenneth charge?
According to truFP's website, checked October 30, 2026: ongoing planning from $2,000 a year; 1% a year on the first tier of assets managed.
Where is Kenneth Bellavance based?
Kenneth Bellavance is based in Cumming, Georgia.
What does Kenneth specialize in?
Kenneth's specialties include retirement planning, estate & legacy planning, tax planning and small business owners. Kenneth works with retirees and pre-retirees.
Is Kenneth Bellavance registered with the SEC?
Yes. Kenneth Bellavance is registered as an investment adviser representative in GA and TX (CRD 6393105), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does truFP manage?
truFP reports $421.7M across 2,645 accounts in assets under management.
How do I contact Kenneth Bellavance?
Through Kenneth's website, www.trufp.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
- truFP 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.