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Kevin Kennedy, CFP®

Kevin Kennedy, LLC

Alameda

California

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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Tax Planning
  • Pension Consulting
    • -401k
    • -Defined Benefit
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Kevin Kennedy, LLC 14 years, 11 months Jul 2004 - Present
City of Alameda 18 years, 6 months Dec 2000 - Present
Brookstreet Securities Corporation 8 years, 9 months Jan 1996 - Oct 2004

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Kevin Kennedy

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
List the top 401(k) plan providers in the $10m and under marketplace?
For small plans (<$10mil in assets) I've found John Hancock's 401(k) offers a robust, competitively priced platform. They also recently moved to a more transparent fee structure recently (http://www.thinkadvisor.com/2014/03/06/john-hancock-changes-401k-plan-pricing) that eliminates a lot of the c...  (more)
Answered Jun 2014
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      May 15, 2019
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Sep 24, 2014
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Advisor

    Last updated on May 15, 2019
      • $85.0M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 117
        number of clients
      • $726.5K
        Estimated Average Account Balance Per Client

    Fees

    Fee Only Advisor
    $
    This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

    Types of Compensation Arrangements