Kelsey Brennan, CFP® Perennial Advisors Group
- 270 Littleton Road Suite 19, Westford, MA 01886
- (978) 577-6025
- http://www.perennialadvisorsgroup.com/
About Kelsey Brennan, CFP®
I joined Perennial in 2015 as a financial analyst. I quickly transitioned into an associate advisor role and then became a lead advisor after obtaining my CFP® certification. I became a partner of the firm in 2022. Prior to joining Perennial, I graduated from Bentley University with a B.S. in Managerial Economics.
Our primary mission at Perennial is to provide clients with clarity, confidence, and peace of mind. By learning about your life, goals, and values, we can work together to craft a plan that is unique to you. Our experience, financial expertise, and small, team-based approach has allowed us to create a positive, lasting client experience.
I enjoy staying active within the financial planning community. In addition to the XY Planning Network, I am currently a member of the National Association of Personal Financial Advisors (NAPFA). When I am not in the office I enjoy traveling, doing yoga, and listening to Audiobooks.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Investment Planning & Management
- Retirement Planning
- Tax Planning
Ways Advisor Charges
- Quarterly Fee
- Assets Under Management
Fee Options
- Quarterly Fee: $900/qtr
- Assets Under Management: 0.50%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
