Kerry Pennington
The Financial Resource Center · Carmel, Indiana
Kerry Pennington is a fee-only financial advisor at The Financial Resource Center in Carmel, Indiana. Kerry focuses on physicians & residents, founders (pre-exit) and small business owners. The Financial Resource Center reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Physicians
- Executives
- Founders
Facts
| Firm | The Financial Resource Center |
|---|---|
| Based in | Carmel, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $642.5M across 389 accounts |
| SEC registration | Investment adviser representative in LA · CRD 2975051 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.tfrcinc.com |
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Questions about Kerry
Is Kerry Pennington a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kerry holds no broker registration, and The Financial Resource Center reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kerry charge for financial advice?
Kerry's firm, The Financial Resource Center, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kerry Pennington based?
Kerry Pennington is based in Carmel, Indiana.
What does Kerry specialize in?
Kerry's specialties include physicians & residents, founders (pre-exit), small business owners, retirement planning, estate & legacy planning and tax planning. Kerry works with physicians, executives and founders.
Is Kerry Pennington registered with the SEC?
Yes. Kerry Pennington is registered as an investment adviser representative in LA (CRD 2975051), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Financial Resource Center manage?
The Financial Resource Center reports $642.5M across 389 accounts in assets under management.
How do I contact Kerry Pennington?
Through Kerry's website, www.tfrcinc.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
- The Financial Resource Center 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.
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