Kevin Kennedy

What Kevin Kennedy does

Kevin Kennedy, LLC. is a privately held, fee-only Registered Investment Advisor founded in 2004 by Kevin Kennedy, CFP®, and headquartered in a single office at 1516 Oak Street, Suite 101, Alameda, California. The firm delivers personalized, multi-disciplinary wealth management services — investment management, retirement, estate, charitable giving, college, tax, insurance, risk management, real estate, trust administration, and corporate pensions/benefits — to individuals, families, and business owners in the Alameda area. Service delivery is organized around a four-step Life/Wealth Planning Process (Discover, Evaluate, Implement, Manage) and is coordinated with clients' external legal and tax advisors under a fiduciary standard.

The underlying technology stack is composed entirely of third-party platforms: SEI Connect for custody, investor portal access, and asset management; MoneyGuidePro for comprehensive goal-based financial planning; and CalcXML and FINRA calculators embedded as client self-service tools. The firm holds no proprietary technology, patents, or in-house models and operates no mobile applications or APIs. The team of six named professionals — two CFP® advisors (Kevin Kennedy, Ryan Kennedy), an MBA-bearing CFP® advisor (Amy Friedman), a relationship lead with prior SEI experience (Lee Kieran), and two client-services specialists — supports the practice.

The business model is fee-only advisory revenue (most likely assets-under-management based, billed annually; pricing is not publicly disclosed), acquired through community involvement, referrals, local reputation, and direct outreach within the Alameda geographic footprint. The firm holds no outside investors, has no parent company, and has not pursued acquisitions or fundraising. Operating geographies are limited to California (single-country, domestic), and revenue, AUM, and client counts are not publicly disclosed.

Name

Kevin Kennedy

Legal name

Kevin Kennedy, LLC.

Website

https://kevinkennedyllc.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

11–50 employees

Short description

Kevin Kennedy, LLC. is a privately held, fee-only Registered Investment Advisor in Alameda, California, providing personalized wealth management and financial planning to individuals, families, and business owners in the Alameda area using third-party platforms SEI Connect and MoneyGuidePro.

Ownership category

akta.pro rank

Headquarters

HQ city

Alameda

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Fee-Only Wealth Management: As a fee-only Registered Investment Advisor, Kevin Kennedy LLC provides objective financial advice without commission-based conflicts of interest. Revenue is generated through advisory fees for comprehensive wealth management services including investment management, retirement planning, estate planning, and tax coordination.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Kevin Kennedy, LLC is a fee-only Registered Investment Advisor providing personalized, comprehensive wealth management to individuals, families, and business owners in the Alameda area. Core services include investment management, retirement planning, estate planning, charitable giving, college planning, tax planning, risk management, real estate planning, trust administration, insurance planning, and corporate pensions/benefits, delivered through a four-step Life/Wealth Planning Process (Discover, Evaluate, Implement, Manage) and coordinated with clients' legal and tax advisors.

Product overview

Kevin Kennedy LLC is a fee-only Registered Investment Advisor offering comprehensive wealth management services through a unified advisory practice. The firm provides a coordinated suite of financial services including Investment Management, Retirement Planning, Estate Planning, Charitable Giving Planning, Corporate Pensions/Benefits, Risk Management, Real Estate Planning, Trust Administration, Tax Planning, Insurance Planning, and College Planning. These services are delivered through a structured four-step Life/Wealth Planning Process (Discover, Evaluate, Implement, Manage) that creates long-term partnerships with clients. The firm partners with third-party platforms including SEI Connect for portfolio management and reporting, MoneyGuidePro for comprehensive financial planning, and provides access to external calculators from CalcXML and FINRA to support client decision-making.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Scale indicators3 records

Recent moves6 records

Expansion highlights3 records

Broad incumbents

• Carson Wealth: National fee-only RIA platform offering comprehensive financial planning, investment management, and concierge service to individuals and business owners. Comparable in target market and comprehensive-service model; differs in scale, technology investment, and multi-office footprint.
• Edelman Financial Engines: Largest independent RIA in the U.S., providing fee-only wealth management, financial planning, and 401(k) advisory to individuals and corporate clients. Comparable in fee-only fiduciary positioning and comprehensive-service scope; differs in national scale, corporate-plan focus, and proprietary technology platform.
• Mariner Wealth Advisors: Large national RIA platform that has aggressively acquired independent fee-only advisors and provides comprehensive wealth planning. Comparable because both firms deliver fee-only fiduciary wealth management with a comprehensive planning process, though Mariner operates at vastly greater scale and offers institutional infrastructure Kevin Kennedy LLC lacks.
• Wells Fargo Private Wealth Management: Large private bank providing comprehensive wealth planning, investment management, estate, and trust services to high-net-worth individuals and business owners. Comparable in service breadth and target client; differs in institutional scale, trust powers, and integrated banking services.

Others

• Commonwealth Financial Network: Independent broker-dealer and RIA support platform that provides custody, technology, and practice management to independent financial advisors. Comparable as an alternative operating model for independent advisors; relevant because it represents a channel that competing RIAs in the Alameda market could join for scale advantages.

Direct peers

• Buckingham Strategic Wealth: Fee-only fiduciary RIA providing evidence-based investment management and comprehensive financial planning to individuals and families. Comparable in fee-only fiduciary positioning, comprehensive planning focus, and advisor-led client engagement model.
• Lighthouse Financial Advisors: Small, fee-only fiduciary RIA offering personalized comprehensive financial planning to individuals and business owners. Comparable in business model (fee-only RIA), target market (individuals, families, business owners), and relationship-driven service delivery at a similar scale to Kevin Kennedy LLC.
• Ronald Blue Trust: Fee-only Registered Investment Advisor providing comprehensive wealth planning including investment management, estate, charitable, tax, and retirement planning to individuals, families, and business owners. Highly comparable in business model (fee-only RIA with comprehensive service suite), target client (individuals, families, business owners), and planning-process orientation.

Emerging players

• Personal Capital / Empower Personal Dashboard: Digital wealth management platform combining free financial tools with a fee-based advisory service for higher-net-worth households. Comparable in serving individuals and families with holistic wealth planning; differs in technology-led acquisition and lower fee tier that competes for the same Alameda-area client base.
• Facet Wealth: Digital-first fee-only RIA delivering flat-fee financial planning and investment advice through a hybrid advisor-plus-technology model. Comparable in fee-only fiduciary model and comprehensive planning offering; differs in technology-led delivery, national reach, and lower price point that pressures traditional local RIAs.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key highlights6 records

Customer concentration

• Xx.com/kevinkennedyllc
• Facebookfacebook.com/KevinKennedyLLC
• LinkedInlinkedin.com/company/kevin-kennedy-llc

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Kevin Kennedy