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Aaron Neal Kennedy

SMART MONEY GROUP, LLC·EASTLAND, Texas
SIE, Series 7, Series 63CFPClean record19 years registeredSMART MONEY GROUP, LLC
106 SOUTH SEAMAN, EASTLAND, TX 76448CRD# 4131425Firm CRD# 284187

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Aaron Neal Kennedy · EASTLAND, TX
Registration
CRD #4131425 · SMART MONEY GROUP, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

SMART MONEY GROUP, LLC
Jul 2016 – present
VSR ADVISORY SERVICES
Jul 2007 – Jul 2016
EASTLAND, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Registration record
First registered · July 26, 2007
Years registered · 19
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SMART MONEY GROUP, LLC
CRD 284187 · SEC 801-107979
AUM
$286M
Regulatory assets under management
Employees
21
1,460 client accounts
Services offered by SMART MONEY GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at SMART MONEY GROUP, LLC →
Introduction

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05

Frequently Asked Questions

What services does Aaron Neal Kennedy offer?
Aaron Neal Kennedy specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EASTLAND, Texas for a consultation.
What are Aaron Neal Kennedy's credentials?
Aaron Neal Kennedy holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Aaron Neal Kennedy located?
Aaron Neal Kennedy is based in EASTLAND, Texas, working with SMART MONEY GROUP, LLC. Their office serves clients in the EASTLAND metropolitan area and surrounding communities.
How does Aaron Neal Kennedy charge for services?
Aaron Neal Kennedy's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SMART MONEY GROUP, LLC?
SMART MONEY GROUP, LLC has approximately 21 employees and manages $286M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SMART MONEY GROUP, LLC

James Roy Kennedy
EASTLAND, TX
Bradley Donald Foos
EASTLAND, TX
ChFC
Angela Nicole Kennedy Robinson
EASTLAND, TX
CFPChFC

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (832)HOUSTON (806)AUSTIN (497)SAN ANTONIO (225)FORT WORTH (165)PLANO (117)THE WOODLANDS (73)ADDISON (38)FRISCO (30)IRVING (30)
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Research
Advisor Fees in TexasNational Fee Analysis
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