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Brandon Kennedy

Highpoint Planning Partners
21 Years of Experience
Troy, MI
Broker
View SEC Summary
View SEC Summary

Brandon Kennedy is a registered investment advisor at Highpoint Planning Partners, based in Troy, MI, with 21 years of industry experience. Brandon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 9,258 clients with $4.8B in assets under management.

Highpoint Planning Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
114 advisors
Number of Clients
9,258 clients
Average Client Portfolio
$517K average
Assets Under Management
$4.8B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.20%

Annual asset management fees range from 0% to 2.20% and are negotiable. LPL sponsored advisory programs have separate fee schedules with maximum annual fees ranging from 1.35% to 2.95%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

201 West Big Beaver Road, Suite 1001, Troy, MI, 48084

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Brandon operates his LPL business under the DBA Kennedy Financial Group since 2008. He is also an IAR with Highpoint Advisor Group, LLC since 2015, dedicating nearly full-time hours during securities trading, and owns rental real estate, spending a few hours per week on it.

Employment History
Current Registrations
Highpoint Planning Partners
December 2021 - Present · 4 yrs 10 mos
LPL Financial LLCBroker
October 2008 - Present · 18 yrs
Previous Registrations
LPL Financial LLC
March 2018 - March 2018 · 0 mos
Highpoint Planning Partners
September 2015 - December 2021 · 6 yrs 3 mos
LPL Financial LLC
July 2010 - September 2016 · 6 yrs 2 mos
Wachovia Securities, LLCBroker
January 2008 - October 2008 · 9 mos
A. G. Edwards & Sons, INC.Broker
January 2005 - January 2008 · 3 yrs
Hantz Financial Services, INC.Broker
January 2005 - January 2005 · 0 mos
State Registrations6 states
FLILKYMINCSC
AdvisorBrokerBoth

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.
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