Tamara Kinney
Tamara Kinney is a registered investment advisor at Heffernan Advisory, INC., based in Flagstaff, AZ, with 21 years of industry experience. Tamara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 332 clients with $320M 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable. Similarly situated clients could pay different fees.
Fee Estimator
Location
809 W. Riordan Road, Suite 104, Flagstaff, AZ, 86001
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 ActivitiesSells Insurance
Tamara works as a registered assistant at Ascendant Financial Solutions and is the owner of Diamond Cross LLC. She is also a notary public, an employee of Heffernan Insurance Brokers, and owns rental property; the insurance role indicates she likely sells insurance products.
Employment History
Current Registrations
Heffernan Advisory, INC.
Geneos Wealth Management, INC.Broker
Previous Registrations
Geneos Wealth Management, 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.