Ross Kennedy
Zora Financial · Birmingham, Alabama
Ross Kennedy is a fee-only financial advisor at Zora Financial in Birmingham, Alabama. Zora Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Zora Financial |
|---|---|
| Based in | Birmingham, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $71.0M across 401 accounts |
| SEC registration | Investment adviser representative in AL, LA, TX, UT · CRD 6745835 |
| Exams passed | Series 65 (2016) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.zorafinance.com |
| Profile |
How Ross's firm compares
- Zora Financial's average account is about $177,000, from its Form ADV (assets managed divided by 401 accounts).
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Questions about Ross
Is Ross Kennedy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ross holds no broker registration, and Zora Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ross charge for financial advice?
Ross's firm, Zora Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Does Ross work with clients virtually?
Yes. Zora Financial says on its website that it works with clients remotely.
Where is Ross Kennedy based?
Ross Kennedy is based in Birmingham, Alabama.
Is Ross Kennedy registered with the SEC?
Yes. Ross Kennedy is registered as an investment adviser representative in AL, LA, TX and UT (CRD 6745835), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Zora Financial manage?
Zora Financial reports $71.0M across 401 accounts in assets under management.
How do I contact Ross Kennedy?
Through Ross's website, www.zorafinance.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
- Zora 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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