Firm
Red Kennedy Financial
Littleton, Massachusetts
Fee-only
Red Kennedy Financial at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 9 individual clients.
- Its average account is about $3.9 million (assets it manages divided by its 7 accounts).
- Its hourly rate of $350 is above the Massachusetts median of $300.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Littleton, Massachusetts |
|---|---|
| Website | redkennedyfinancial.com |
| Phone | (617) 669-9947 |
Red Kennedy Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $4,500 |
|---|---|
| Hourly | $350 an hour |
| Account minimum | $250,000 |
| How it charges | Flat fee · Hourly · One-time plans or projects |
In the firm's words
"$250,000 to $1,000,000 $4,500" source
"Hourly Fee of $350/Hr" source
"$250,000 to $1,000,000 $4,500" source
"New relationships begin with a four-month comprehensive planning engagement at a flat fee." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Assets managed | $27 million |
| Individual clients | 9 |
| Accounts managed | 7 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | July 30, 2024 |
| SEC record | CRD 135276 |