Kennedy Wealth Management, LLC

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Client assets under management

Clients

165

0% high-net-worth

Advisors

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

High

Average account size

About

Kennedy Wealth Management, LLC provides fee‑based financial planning and consulting to individual and high‑net‑worth clients, covering areas such as cash‑flow, tax and estate planning, retirement planning, education funding, and investment advice. The firm does not custody or directly supervise client investment accounts; instead it prepares evaluations (net worth statements, risk analyses) and refers clients to third‑party money managers for portfolio management.

The firm’s advice is client‑specific and documented through investment policy statements and periodic reviews, and its analytical methods may include fundamental, technical, and cyclical analysis depending on client objectives. Kennedy Wealth Management also conducts public seminars and workshops for investor education and assists clients with account openings and transfers, while explicitly declining discretionary trading authority over client accounts.

Noteworthy aspects include formal referral agreements with registered third‑party money managers and an affiliated insurance business operated by the firm’s managing member, a relationship the brochure discloses as a potential conflict of interest. Unlike many peers, the firm itself does not manage client assets or rely on percentage‑of‑assets fees, instead delivering planning on a fixed or hourly basis and receiving a portion of advisory fees through its third‑party manager relationships.

Client services

Financial planning Selection of other advisers Educational seminars or workshops

Expertise

General retirement planning General tax planning Cash flow / budgeting

Fee options

Fixed

Fixed fee up to $50,000 for financial planning services

Project-based

$1,000 per hour (negotiable)

Other

Fee-only: Fixed fee up to $50,000 based on complexity and unique client needs; hourly fee of $1,000 per hour (negotiable)

Main office location

Kennedy Wealth Management, LLC

23901 Calabasas Road, Suite 1064

Calabasas CA 91302, United States

Number of offices

Most active in

California · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Website 818-224-4177

Advisors at this firm

Mark K

Series 63, Series 66

Calabasas, CA

Kennedy Wealth Management, LLC

Mark Kennedy is a financial advisor with Kennedy Wealth Management, LLC in Calabasas, CA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Kennedy Wealth Management since 2008 and has operated Kennedy Financial & Insurance Services, Inc. since 1993, where he serves as president and insurance agent. Kennedy spends a significant portion of his professional time managing his insurance services business. Kennedy Wealth Management provides personalized financial planning and consulting primarily to individual clients, acting as a referral intermediary to registered third-party money managers. The firm develops customized recommendations documented in Investment Policy Statements and focuses on cash-flow, tax, insurance, and estate planning without directly managing client assets.

General retirement planning General tax planning Cash flow / budgeting

Christopher H

Series 65

Calabasas, CA

Kennedy Wealth Management, LLC

Christopher Hoshyarsar is a financial advisor at Kennedy Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and also serves as an insurance agent through Kennedy Financial & Insurance Services, Inc., where he dedicates approximately half of his time. His prior work includes roles at Weslend Wholesale, Mega Capital Funding, and Chime Charter School. Kennedy Wealth Management provides personalized financial planning and consulting primarily to individual clients, acting as a referral intermediary to registered third-party money managers. The firm offers services such as cash-flow and tax planning, insurance and estate reviews, and educational seminars, while typically not charging direct asset-based fees or managing client portfolios in-house.

General retirement planning General tax planning Cash flow / budgeting

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