Sally Kennedy
Real Financial Planning · Guilford, Connecticut
Sally Kennedy is a fee-only financial advisor at Real Financial Planning in Guilford, Connecticut, who holds the CFP credential. Sally focuses on retirement planning and tax planning. Real Financial Planning reports charging hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Real Financial Planning |
|---|---|
| Based in | Guilford, Connecticut |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT · CRD 6193701 |
| Exams passed | Series 65 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | realfinancialplanning.com |
| Profile |
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Questions about Sally
Is Sally Kennedy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sally holds no broker registration, and Real Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sally charge for financial advice?
Sally's firm, Real Financial Planning, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Sally Kennedy based?
Sally Kennedy is based in Guilford, Connecticut.
What does Sally specialize in?
Sally's specialties include retirement planning and tax planning.
What credentials does Sally Kennedy hold?
Sally Kennedy holds the CFP credential.
Is Sally Kennedy registered with the SEC?
Yes. Sally Kennedy is registered as an investment adviser representative in CT (CRD 6193701), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Sally Kennedy?
Through Sally's website, realfinancialplanning.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
- Real Financial Planning 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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