Christopher Hoshyarsar
Christopher Hoshyarsar is a registered investment advisor at Kennedy Wealth Management, LLC, based in Calabasas, CA, with 1 years of industry experience. Christopher 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christopher is an insurance agent with Kennedy Financial & Insurance Services, Inc. since 2021. This activity takes about half of his time.
Employment History
Current Registrations
Kennedy Wealth Management, LLC
State Registrations1 state
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.