AB

Austin Kenneth Burnett

3 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
35 advisors
Number of Clients
1,145 clients
Average Client Portfolio
$159K average
Assets Under Management
$182.6M

Fee Structure

Minimum Investment:$25K
Financial Plan Fee:$150 - $1,000
Hourly Rate:$50 - $150/hr

Fees for asset management programs range from 0.5% to less than 3% annually, as agreed upon in writing. The smaller the portfolio, the larger the fee, and conversely. Financial planning and appraisal services are based on hourly ($50-$150) or fixed fees ($150-$1,000). Third-party management programs have their own fee schedules. A $25,000 minimum account requirement may be waived. Fees are negotiable within the stated ranges.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
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Advisor Information

Office location

200 Central Ave, 4th Floor, St.Petersburgh, FL, 33701

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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.

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Employment History
Current Registrations
Kcd Financial, INC.
January 2025 - Present · 1 yr
Kcd Financial, INC.
January 2025 - Present · 1 yr
Kcd Financial, INC. Broker
January 2025 - Present · 1 yr
Previous Registrations
Trinity Wealth Securities, L.L.C.Broker
August 2022 - January 2025 · 2 yrs 5 mos
Florida Financial Advisors, LLC
July 2022 - January 2025 · 2 yrs 6 mos
State Registrations8 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.