DK
CFP
DK
CFP
Derek Kennedy
25 Years of Experience
Knoxville, TN
1 Disclosure
Derek Kennedy is a CFP-designated registered investment advisor at Kennedy Wealth Management, based in Knoxville, TN, with 25 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 24 clients with $21M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
24 clients
Average Client Portfolio
$871K average
Assets Under Management
$20.9M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
200 Prosperity Drive, Knoxville, TN, 37923
Get directionsHistory
Regulatory History (1)
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Regulatory
September 2024Final
Employment History
Current Registrations
Kennedy Wealth Management
February 2004 - Present · 22 yrs 2 mos
Previous Registrations
Donaldson, Lufkin & Jenrette Securities CorporationBroker
July 1993 - May 1996 · 2 yrs 10 mos
State Registrations1 state
TN
Advisor
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.
Exams
No exam information available for this advisor.