Kennedy Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Fixed fee up to $50,000 for financial planning services
$1,000 per hour (negotiable)
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
23901 Calabasas Road, Suite 1064
Calabasas CA 91302
Advisors at this office
2
Most active in
California · Texas
Also doing business as
Kennedy Wealth Management, LLC · Kennedy, Mark
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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
Quick links
Advisors at this firm
Mark K
Series 63, Series 66
Calabasas, CA
Kennedy Wealth Management, LLC
Mark Kennedy is the managing member of Kennedy Wealth Management, LLC, holding Series 63 and Series 66 licenses with 18 years of experience at the firm and over 33 years in financial services through Kennedy Financial & Insurance Services, Inc. He has served as president and insurance agent at Kennedy Financial & Insurance Services since 1993. Kennedy Wealth Management provides fee-based financial planning and consulting to individual and high-net-worth clients, focusing on areas such as tax and estate planning, retirement planning, education funding, and investment advice. The firm delivers client-specific analysis and refers clients to third-party money managers for portfolio management without discretionary trading authority.
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)