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Kenneth Bolton

Advisory Solutions Group
37 Years of Experience
Nokomis, FL
1 Disclosure
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Kenneth Bolton is a registered investment advisor at Advisory Solutions Group, based in Nokomis, FL, with 37 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 807 clients with $410M in assets under management.

Advisory Solutions Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
807 clients
Average Client Portfolio
$506K average
Assets Under Management
$408.4M

Fee Structure

Minimum Investment:None
Planning is charged separately
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum annual fee charged is 2.50% on all assets under management. Fees are generally negotiable and depend upon the complexity of the service.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Nokomis, FL

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History

Regulatory History (1)
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Criminal
December 1976
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Advisory Solutions Group
May 2026 - Present · 5 mos
Previous Registrations
Cs Planning CORP
January 2018 - June 2026 · 8 yrs 5 mos
Wells Fargo Advisors Financial Network, LLC
July 2005 - February 2018 · 12 yrs 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2005 - February 2018 · 12 yrs 7 mos
Morgan Stanley
November 1998 - July 2005 · 6 yrs 8 mos
Morgan Stanley Dw INC.Broker
March 1989 - July 2005 · 16 yrs 4 mos
State Registrations1 state
FL
Advisor

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.

Exams
No exam information available for this advisor.
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