Keenan Dean Casey

CFP

Boldin Advisors

8 Years of Experience

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Firm Information

Boldin Advisors

Compensation

Fixed/Hourly

Number of Advisors

10 advisors

Number of Clients

Not specified

Average Client Portfolio

Not specified

Fee Structure

Financial Planning:Investment management only

Financial Plan Fee:Up to $6,000

Hourly Rate:$300 - $475/hr

Financial planning services are offered on an ongoing engagement, hourly basis, or for a fixed engagement fee. Ongoing engagement fees range up to $6,000 annually and may be negotiable. Hourly fees range from $300 to $475 per hour. Fixed engagement fees range up to $6,000. Fees may be negotiable based on the nature and complexity of the services.

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Areas of Practice

Retirement PlanningFinancial Planning & Coaching

Advisor Information

Office location

Clarkston, MI

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.