Haynes Kendall
Haynes Kendall is a CFP-designated registered investment advisor at Capital Financial Consultants Group, INC., based in San Juan Capistrano, CA, with 41 years of industry experience. Haynes operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 107 clients with $42M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $250K | 0.85% |
| $250K - $500K | 0.80% |
| $500K - $1000K | 0.75% |
| $1.0M - $2.0M | 0.45% |
| $2.0M - $5.0M | 0.25% |
| $5.0M - $10.0M | 0.20% |
| $10M+ | 0.15% |
Fees may be negotiable.
Fee Estimator
Location
31461 Rancho Viejo Road #104A, San Juan Capistrano, CA, 92675
Get directionsHistory
Regulatory History (3)
Customer Dispute
December 2021Customer Dispute
March 2014Customer Dispute
January 1982Other Business ActivitiesSells Insurance
Haynes owns 20 Hammocks, LLC, managing rental real estate, and is a California insurance agent selling various insurance products, dedicating about a quarter of his time to each activity. He also owns Haynes L Kendall Financial Services for tax and accounting purposes and works as an independent contractor for Capital Financial Consultants Group, spending about a quarter of his time on this.
Employment History
Current Registrations
Capital Financial Consultants Group, INC.
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Financial Designs LTD.
Qa3 Financial CORP.Broker
Sentra Securities CorporationBroker
United Pacific Securities, INC.Broker
Sentra Securities CorporationBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.