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Jeffrey Kirkpatrick

Dovetail Financial Group LLC
28 Years of Experience
Duluth, GA
3 Disclosures
View SEC Summary
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Jeffrey Kirkpatrick is a registered investment advisor at Dovetail Financial Group LLC, based in Duluth, GA, with 28 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 342 clients with $300M in assets under management.

Dovetail Financial Group LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
342 clients
Average Client Portfolio
$874K average
Assets Under Management
$298.9M

Fee Structure

Minimum Investment:$400K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $3.0M1.00%
$3.0M - $5.0M0.75%
$5M+0.75%

Fees for accounts over $5M are custom. Fixed fees ranging from $2,500 to $7,500 are also available for portfolio management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6340 Sugarloaf Pkwy, Suite 200, Duluth, GA, 30097

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
September 2023
Final
Regulatory
June 2022
Final
Criminal
November 1989
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jeffrey is the president of BYTOR LLC (since 2016) and Jeffrey K LLC (since 2022), both business entities for tax/investment purposes. He spends minimal time on each, doing accounting with Quickbooks.

Employment History
Current Registrations
Dovetail Financial Group LLC
November 2021 - Present · 4 yrs 11 mos
Previous Registrations
Hamilton Investment Counsel, LLC
October 2016 - April 2022 · 5 yrs 6 mos
LPL Financial LLCBroker
October 2016 - October 2021 · 5 yrs
Sterne Agee Investment Advisor Services, INC.
June 2016 - November 2016 · 5 mos
Sterne Agee Asset Management, INC.
October 2008 - June 2016 · 7 yrs 8 mos
Sterne Agee Financial Services, INC.Broker
September 2008 - November 2016 · 8 yrs 2 mos
H&r Block Financial Advisors, INC.
November 2003 - September 2008 · 4 yrs 10 mos
H&r Block Financial Advisors, INC.Broker
October 2003 - September 2008 · 4 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1998 - October 2003 · 5 yrs 2 mos
State Registrations2 states
GANC
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.
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