Robert Holzbach
Red Kennedy Financial · Littleton, Massachusetts
Robert Holzbach is a fee-only financial advisor at Red Kennedy Financial in Littleton, Massachusetts. Robert charges a flat fee or retainer, hourly fees and a one-time planning fee (one-time plans from $4,500 and $350 an hour) and focuses on flat-fee planning and small business owners.
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Specialties
Facts
| Firm | Red Kennedy Financial |
|---|---|
| Based in | Littleton, Massachusetts |
| Fee model | Flat fee or retainer · Hourly · One-time planning fee |
| Fees (firm's website) | One-time plans from $4,500 · $350 an hour · A $250,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $27M across 7 accounts |
| SEC registration | Investment adviser representative in MA · CRD 4726566 |
| Exams passed | Series 65 (2002) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.redkennedyfinancial.com |
How Robert's firm compares
- A one-time plan starts at $4,500, above the Massachusetts median of $3,000 for fee-only firms that publish prices.
- The hourly rate is $350, above the Massachusetts median of $300 for fee-only firms that publish prices.
- Red Kennedy Financial's average account is about $3.9 million, from its Form ADV (assets managed divided by 7 accounts).
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Questions about Robert
Is Robert Holzbach a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Red Kennedy Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert charges a flat fee or retainer, hourly fees and a one-time planning fee.
How much does Robert charge?
According to Red Kennedy Financial's website, checked October 30, 2026: one-time plans from $4,500; $350 an hour; a $250,000 asset minimum.
Does Robert work with clients virtually?
Yes. Red Kennedy Financial says on its website that it works with clients remotely.
Where is Robert Holzbach based?
Robert Holzbach is based in Littleton, Massachusetts.
What does Robert specialize in?
Robert's specialties include flat-fee planning and small business owners.
Is Robert Holzbach registered with the SEC?
Yes. Robert Holzbach is registered as an investment adviser representative in MA (CRD 4726566), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Red Kennedy Financial manage?
Red Kennedy Financial reports $27M across 7 accounts in assets under management.
How do I contact Robert Holzbach?
Through Robert's website, www.redkennedyfinancial.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
- Red Kennedy Financial 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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