KG
CFP
KG
CFP

Kenneth Gilpin

26 Years of Experience
Overland Park, KS

Kenneth Gilpin is a CFP-designated registered investment advisor at Sound Investments INC., based in Overland Park, KS, with 26 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 68 clients with $16M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
68 clients
Average Client Portfolio
$240K average
Assets Under Management
$16.3M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M0.75%
$1M+0.50%

The fee charged by the advisor is negotiable and may vary from client to client depending on the types of investments and nature of the investment services provided.

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

8826 Santa Fe Suite 202, Overland Park, KS, 66212

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History

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
Sound Investments INC.
April 1999 - Present · 27 yrs 1 mo
Previous Registrations
Sound Investments INC.
April 1999 - December 2002 · 3 yrs 8 mos
State Registrations3 states
KSMOTX
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.