Kelsey Brennan, CFP® Perennial Advisors Group

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About Kelsey Brennan, CFP®

Perennial Advisors Group was founded with a desire to build lasting relationships with clients and to truly make a difference in their lives. We strive to provide a personal experience with financial planning advice that is tailored to each individual, couple, or family’s specific situation and life goals.

We believe that our pricing is one thing that differentiates us from other firms. In addition to the transparency of the fee-only model, we are one of the few firms who charge a flat annual retainer fee, billed quarterly.

Kelsey Brennan is a CFP® and joined Perennial in 2015. She received a bachelor’s degree in Managerial Economics from Bentley University and she completed the CFP® Education Program at Bryant University. Prior to joining Perennial, Kelsey gained experience working for a small, local wealth management firm while in school.

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Ideal Clients

  • Investment Planning & Management
  • Retirement Planning
  • Tax Planning

Ways Advisor Charges

  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Flat Fee: $2600/engagement
  • Hourly Fee: $200/hr
  • Assets Under Management: 0.50%

SEC Records

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