Kevin Burkart
Kevin Burkart is a CFP-designated registered investment advisor at Burkart Financial Group, INC., based in St. Petersburg, FL, with 23 years of industry experience. Kevin 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, Insurance Planning, and 3 more. Their firm serves 56 clients with $63M 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 - $750K | 1.25% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.90% |
Fees are generally negotiable.
Fee Estimator
Location
5301 Central Avenue, St. Petersburg, FL, 33710
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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 ActivitiesSells Insurance
Kevin is the sole proprietor and president of Burkart Company, P.A., a CPA firm, dedicating about half of his time to this role. He is also the president and 100% shareholder of Burkart Company, P.A., acting as a fixed insurance agent, health insurance agent, and property and casualty insurance agent, spending a few hours per week on this. Additionally, Kevin owns Burkart Holdings, LLC, a real estate holding company that rents a commercial building to Burkart Company, P.A.
Employment History
Current Registrations
Burkart Financial Group, INC.
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
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.