# Troy Kennedy

> Troy Kennedy is a fee-only financial advisor at ITI Financial Management in Springfield, Missouri. ITI Financial Management reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/troy-kennedy/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** ITI Financial Management
- **Based in:** Springfield, Missouri
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $96M across 239 accounts
- **CRD:** 5744613 (https://adviserinfo.sec.gov/individual/summary/5744613)
- **SEC registration:** Investment adviser representative in MO, TX
- **Exams passed:** Series 65 (2009)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.itifinancialmgt.com/

## Frequently asked questions

### Is Troy Kennedy a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Troy holds no broker registration, and ITI Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Troy charge for financial advice?

Troy's firm, ITI Financial Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Troy Kennedy based?

Troy Kennedy is based in Springfield, Missouri.

### Is Troy Kennedy registered with the SEC?

Yes. Troy Kennedy is registered as an investment adviser representative in MO and TX (CRD 5744613), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does ITI Financial Management manage?

ITI Financial Management reports $96M across 239 accounts in assets under management.

### How do I contact Troy Kennedy?

Through Troy's website, www.itifinancialmgt.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5744613): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.