Aaron Kennedy is a CFP-designated registered investment advisor at Calton & Associates, INC., based in Eastland, TX, with 26 years of industry experience. Aaron is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.60% |
Fees are up to 2.60% and may be negotiable depending on the client, representative, and program selected.
Fee Estimator
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.
Learn about disclosures →Other Business Activities
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.
Exams
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