Eric Shaffer is a CFP-designated registered investment advisor at Kuhn Capital Partners, based in Dallas, TX, with 26 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 3 more. Their firm serves 276 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kuhn Capital Partners (KCP) offers investment management services where they manage your investments for a fee based on the value of your portfolio. The specific fee will be outlined in your agreement with KCP. KCP may also recommend third-party managers to manage your portfolio.
Location
Dallas, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Eric works for Hallmark Advisory Services, LLC, dedicating about 10-20% of his time. He also works with Mergent Group, a DBA for 360 Wealth Management, spending about a quarter of his time there.
Employment History
Current Registrations
Kuhn Capital Partners
Previous Registrations
Advisor Resource Council
LPL Financial LLCBroker
Vfg Securities, INC.Broker
Vfg Advisors, INC.
Quest Capital Management, INC.
Raymond James Financial Services, INC.Broker
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
Southwest Securities, INC.Broker
State Registrations1 state
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.