Troy Kennedy
ITI Financial Management · Springfield, Missouri
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.
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Facts
| Firm | ITI Financial Management |
|---|---|
| Based in | Springfield, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $96M across 239 accounts |
| SEC registration | Investment adviser representative in MO, TX · CRD 5744613 |
| Exams passed | Series 65 (2009) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.itifinancialmgt.com |
How Troy's firm compares
- ITI Financial Management's average account is about $402,000, from its Form ADV (assets managed divided by 239 accounts).
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Questions about Troy
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Springfield
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
- 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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