William Kennedy
RiskBridge Advisors · Norwalk, Connecticut
William Kennedy is a fee-only financial advisor at RiskBridge Advisors in Norwalk, Connecticut, who holds the CFA credential. William focuses on estate & legacy planning, family wealth transfer and retirement planning. RiskBridge Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
Facts
| Firm | RiskBridge Advisors |
|---|---|
| Based in | Norwalk, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $898.3M across 293 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CT, FL, ND, NY, OR, TX · CRD 2706561 |
| Exams passed | Series 63 (2011) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.riskbridgeadvisors.com |
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Questions about William
Is William Kennedy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and RiskBridge Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, RiskBridge Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Kennedy based?
William Kennedy is based in Norwalk, Connecticut.
What does William specialize in?
William's specialties include estate & legacy planning, family wealth transfer and retirement planning. William works with ultra high net worth and multi-generational families.
What credentials does William Kennedy hold?
William Kennedy holds the CFA credential.
Is William Kennedy registered with the SEC?
Yes. William Kennedy is registered as an investment adviser representative in CT, FL, ND, NY, OR and TX (CRD 2706561), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does RiskBridge Advisors manage?
RiskBridge Advisors reports $898.3M across 293 accounts in assets under management.
How do I contact William Kennedy?
Through William's website, www.riskbridgeadvisors.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
- RiskBridge Advisors 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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