Jeffrey Kikel
Jeffrey Kikel is a ChFC-designated registered investment advisor at Freedom Day Wealth Management LLC, based in Cedar Park, TX, with 30 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 37 clients with $9.8M 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 $2.0M | 1.00% |
| $2.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Location
1320 Arrow Point Dr, Ste 501, Cedar Park, TX, 78613
Get directionsHistory
Regulatory History (1)
Financial
August 2021Other Business ActivitiesSells Insurance
Jeffrey is an independent licensed insurance agent and owner of CPTX Products, T-Werx Coworking, CPTX Renewable Energy, and CPTX Media. He also works as a consultant for BKA Business Consulting, is a managing partner at Connemara Hills Partners, and a board member for Be the Rhino and LEEF.
Employment History
Current Registrations
Freedom Day Wealth Management LLC
Previous Registrations
Bka Wealth Consulting, INC.
Oneamerica Securities, INC.Broker
Oneamerica Securities, INC.
South Texas Money Management, LTD.
Edward Jones
Edward JonesBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
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.