Kristine Mckinley
Kristine Mckinley is a CFP-designated registered investment advisor at Beacon Financial Advisors, LLC, based in Independence, MO, with 23 years of industry experience. Kristine 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, Investment Management, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial Planning and Financial Consultation Services: Fees are charged at an hourly rate of $250 per hour. A deposit of the lesser of $500 or one-half of the anticipated hours is required upon signing the client service agreement.
- Tax Preparation Services: Fees are based on the time required at a rate of $150 per hour plus out-of-pocket expenses.
Contact
Kristine Mckinley
Location
Independence, MO
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 →Other Business Activities
Kristine provides educational ebooks, reports, and teleseminars on personal finance topics through KAM Financial Publishing, LLC. KAM Financial Publishing, LLC does not provide investment advice or reviews.
Employment History
Current Registrations
Beacon Financial Advisors, LLC
State Registrations3 states
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