David Kahn is a CFP-designated registered investment advisor at Kahn Financial Group, based in Clearwater, FL, with 32 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 123 clients with $120M 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 $500K | 1.50% |
| $500K - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Location
1700 Mcmullen Booth Road, Suite A-5, Clearwater, FL, 33759
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Regulatory History
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.
Learn about disclosures →Other Business Activities
David owns Auspicious Realty LLC, purchasing single-family homes to renovate and resell, dedicating a few hours per week. He is also an Investment Advisor Representative, Owner/Proprietor, and President at Kahn Financial Group, spending about half his time on this activity.
Employment History
Current Registrations
Kahn Financial Group
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Nylife Securities INC.Broker
State Registrations21 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.