Kevin Kennedy
Kennedy Wealth & Tax Management · Southbury, Connecticut
Kevin Kennedy is a fee-only financial advisor at Kennedy Wealth & Tax Management in Southbury, Connecticut. Kennedy Wealth & Tax Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Kennedy Wealth & Tax Management |
|---|---|
| Based in | Southbury, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $215.5M across 365 accounts |
| SEC registration | Investment adviser representative in CT, FL, TX · CRD 2891568 |
| Exams passed | Series 63 (1997) · Series 65 (2002) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.kennedywealth.com |
| Profile |
How Kevin's firm compares
- Kennedy Wealth & Tax Management's average account is about $590,000, from its Form ADV (assets managed divided by 365 accounts).
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Questions about Kevin
Is Kevin Kennedy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Kennedy Wealth & Tax Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kevin charge for financial advice?
Kevin's firm, Kennedy Wealth & Tax Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kevin Kennedy based?
Kevin Kennedy is based in Southbury, Connecticut.
Is Kevin Kennedy registered with the SEC?
Yes. Kevin Kennedy is registered as an investment adviser representative in CT, FL and TX (CRD 2891568), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kennedy Wealth & Tax Management manage?
Kennedy Wealth & Tax Management reports $215.5M across 365 accounts in assets under management.
How do I contact Kevin Kennedy?
Through Kevin's website, www.kennedywealth.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
- 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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