Mark Kennedy
Mark Kennedy is a registered investment advisor at Kennedy Wealth Management, LLC, based in Calabasas, CA, with 17 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Kennedy Wealth Management refers clients to third-party money managers (AssetMark and The Pacific Financial Group). The total annual fee charged to clients will not exceed 2.56% if using AssetMark, or 2.00% if using The Pacific Financial Group. Kennedy Wealth Management receives a portion of this fee as a referral fee.
Location
23901 Calabasas Road, Suite 1064, Calabasas, CA, 91302
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2003Other Business ActivitiesSells Insurance
Mark is the President and an insurance agent at Kennedy Financial & Insurance Services, Inc. He spends more than half of his time on this investment-related business, which provides insurance services.
Employment History
Current Registrations
Kennedy Wealth Management, LLC
Previous Registrations
Much Wealth Management, INC.
Kalos Management
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.