Aaron Kennedy is a CFP-designated registered investment advisor at Calton & Associates, INC., based in Eastland, TX, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 5,283 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Calton charges a percentage of your portfolio for investment management, up to 2.60% annually. This fee may be negotiable. The exact fee depends on the representative managing your account and the program you select. You may also incur additional fees from third-party money managers. Calton bills quarterly, either in advance or arrears. You can terminate the agreement with 30 days' notice, and any unearned fees will be refunded. Some clients may be charged performance-based fees.
Location
106 South Seaman, Eastland, TX, 76448
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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.
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Aaron is an employee of Smart Money Group, LLC and Kennedy Financial Inc., spending full-time hours at each. He is also a partner at Briscoe & Associates LLC, dedicating minimal time, and a member of Happy Assets Mining, LLC, also dedicating minimal time.
Employment History
Current Registrations
Calton & Associates, INC.Broker
Smart Money Group, LLC
Previous Registrations
Vsr Advisory Services
Vsr Financial Services, INC.Broker
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.