Peter Kennedy
Kennedy Investment Counsel · Birmingham, Michigan
Peter Kennedy is a fee-only financial advisor at Kennedy Investment Counsel in Birmingham, Michigan, who holds the CFA credential. Peter charges a percentage of assets (0.75% a year on the first tier of assets managed).
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Facts
| Firm | Kennedy Investment Counsel |
|---|---|
| Based in | Birmingham, Michigan |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.75% a year on the first tier of assets managed |
| Assets under management | $11.6M across 6 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MI · CRD 7068333 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | kic317.com |
| Profile |
How Peter's firm compares
- Kennedy Investment Counsel's average account is about $1.9 million, from its Form ADV (assets managed divided by 6 accounts).
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Questions about Peter
Is Peter Kennedy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and Kennedy Investment Counsel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Peter charge for financial advice?
Peter charges a percentage of assets.
How much does Peter charge?
According to Kennedy Investment Counsel's website, checked October 30, 2026: 0.75% a year on the first tier of assets managed.
Where is Peter Kennedy based?
Peter Kennedy is based in Birmingham, Michigan.
What credentials does Peter Kennedy hold?
Peter Kennedy holds the CFA credential.
Is Peter Kennedy registered with the SEC?
Yes. Peter Kennedy is registered as an investment adviser representative in MI (CRD 7068333), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kennedy Investment Counsel manage?
Kennedy Investment Counsel reports $11.6M across 6 accounts in assets under management.
How do I contact Peter Kennedy?
Through Peter's website, kic317.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
- Kennedy Investment Counsel 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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