Diana Kahn is a CFP-designated registered investment advisor at The Financial Pharmacist, INC., based in Aventura, FL, with 28 years of industry experience. Diana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 20 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Complete financial plan including cash flow analysis and investment recommendations, as well as other personalized directives unique to each client - $750
- Additional consultation time and special projects - $100 per hour
- The Financial Pharmacist can, for an hourly fee, meet with the client's attorney, accountant, investment broker and/or insurance advisor.
Location
Aventura, FL
Get directionsHistory
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 →Employment History
Current Registrations
The Financial Pharmacist, INC.
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.