Aaron Neal Kennedy
Investment adviser representative at Smart Money Group, LLC
26 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$424.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
26 years in the industry.
- Calton & Associates, Inc.Jul 2016 to now
- Smart Money Group, LLCJul 2016 to now
- Kennedy Financial ServicesJan 2000 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 1 state (TX).
Smart Money Group, LLC
$424.3MAssets managed
571Clients
11Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4131425
- Firm CRD
- 284187