Kennedy Wealth & Tax Management, LLC fees and pricing
Financial planner in Southbury, Connecticut. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 23, 2026, Kennedy Wealth & Tax Management, LLC charges $350 an hour, a flat or project fee of $3,500-$10,000, and an annual fee of $9,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Our hourly fee is $350, while our flat fees generally range from $3,500 to $10,000.”
- Flat or project fee
- $3,500-$10,000
From the same sentence as above.
- Annual fee
- $9,500/yr
“We generally require a minimum balance of $1,250,000 per trust for our Trustee Support Services, and we generally charge a minimum annual fee of $9,500 for this service.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Kennedy Wealth & Tax Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “However, advisory fees charged for certain assets, such as fee-based annuities, may be billed quarterly in arrears depending on the billing processes of the broker-dealer holding those assets.”
- “Fees are negotiable and will be determined based on the scope and complexity of the engagement.”
- “In rare cases, our firm will agree to directly invoice.”
How Kennedy Wealth & Tax Management, LLC’s fees compare
- Its hourly rate of $350 is above the Connecticut median of $300. 69% of the 103 other Connecticut planners that publish an hourly rate charge less.
- Its flat or project fee of $3,500-$10,000 spans the Connecticut median of $5,125. 63% of the 78 other Connecticut planners that publish a flat or project fee charge less.
- Its annual fee of $9,500 is above the Connecticut median of $6,000. 67% of the 27 other Connecticut planners that publish an annual fee charge less.
About Kennedy Wealth & Tax Management, LLC
- Firm size: 4 employees.
- Credentials named in the brochure: CPA.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 133
- Employees
- 4
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $215,498,334
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 172394
- Phone
- (203) 264-1200
Can advise clients in 6 states: Connecticut, Florida, Massachusetts, New Hampshire, South Carolina, Texas
Other planners in Southbury that publish fees
- Swiss Finance Private Wealth Management LLCSouthbury$10,000/yr
- 5TH Street Advisors, LLCSouthport$400/hr, $3,000-$5,000
- Abundant Wealth Management LLCStamford$250-$350/hr, $750-$5,000
- Achieve Retirement & Wealth Management, LLCRidgefield$350/hr, $10,000
- Alpine Hill Advisors LLCWestport$50,000-$500,000/yr
- Asset Management AssociatesSouth Windsor$250/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.